Schwab purchased Ameritrade.
Serious medical issue & death prevented me from manually updating my accounts in 2023
I used the update feature of Quicken
Updates have made me a multi millionaire.
How does Quicken identify accounts at Schwab to be updated?
Please help.
Answers
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I used to have accounts with Ameritrade and also with Schwab. A few weeks ago all my Ameritrade accounts were transferred to Schwab (I believe they did it on a weekend). All I had to do in quicken is to add these accounts on the top of my existing Schwab accounts. If you never had a Schwab account you need to create login credentials before you could add these accounts to Quicken. You can also find instructions on Schwab's website I believe. I hope this helps.
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I am not very tech clever. I keep all transactions from my beginning with Quicken. Works for me as I can view histories.
I had Schwab accounts. So now: Can I change the names of the Ameritrade accounts to Schwab account #/names?
Quicken or Schwab updated old accounts added new and doubled $$…. I see hours of trying to clean up accounts….
Can I go back to an earlier date ? Am not terribly happy with Charlie….
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