How do I get the name of one of my Quicken accounts to update at app.quicken.com?

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Matt Hemp
Matt Hemp Member ✭
edited October 2023 in Download, Add/Update Accounts (Windows)

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

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    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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