How do I get the name of one of my Quicken accounts to update at


In my Quicken app the name of the account is Charles Schwab. This was previoulsy my Ameritrade account. At it still says Ameritrade.


  • Quicken Jasmine

    Hello @Matt Hemp,

    Thank you for reaching out to the Quicken Community with this question.

    Before I can further assist you, I require some more information. How long has this issue been occurring? Are you receiving any error codes or messages? Did you perform a cloud sync after updating your account in your desktop application before opening Quicken on the Web?

    I look forward to your response.

    -Quicken Jasmine

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