have changed name and pw from td ameritrate to schwab, but it still shows td ameritrade as the finan

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superduck
superduck Quicken Windows Subscription Member
edited November 2023 in Investing (Windows)

have changed the name from td a to schwab but the financial institution stillsays td ameritrade?

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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I assume by "financial institution" you're referring to that field in the Account Details screen?

    Generally if you disconnect the Account from downloading, that allows you to change that field.

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