I have 2 TD Ameritrade transfer to Charles Schwab accounts. The transactions downloaded to wrong acc
I have 2 TD Ameritrade transfer to Charles Schwab accounts. The transactions downloaded to wrong accounts. I tried to change the account numbers but it says I have to "accept" transactions but there are no transactions to accept?! I made the mistake of not "reviewing all" in one account before I deleted. (I didn't know I could transfer them to another account) The other account that the transactions should have gone to says the same thing but I can't change the account number until I "accept" transactions and there are no new transactions for the account number that is in the wrong account because Charles Schwab doesn't pay interest on small amounts. HELP!
I have the newest version of Quicken Classic for windows laptop. If you can, please see chat conversation from Dec. 28,2023.
Answers
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Backups are your friend here. Hopefully you have a backup created just before you did what you did with the TD Ameritrade Accounts.
Having restored the backup go into the two TD Ameritrade Accounts and disconnect them from downloading. This will give you access to the Financial Institution and Account Number fields. Save another backup. Then using either of the old TD Ameritrade Accounts click "Set up Now…" in the Online Services field. That will give you a chance to chose "Schwab" as the Financial Institution. When you log into Schwab those two Accounts should be there. LINK the proper account at Schwab with the proper Account in Quicken. This keeps all transactions, past, present and future in the same Quicken Account.
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Does Not work for me. I have been trying a lot of things over the last 3 weeks. Give me a different solution. I have done too much other work in my quicken since then.
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It's time to Call - not Chat - with Official Quicken Support, allow them to screen share, and see if they can help you get this sorted out.
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