Schwab Interface

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Evan K
Evan K Member

I've been using Quicken for many years and have always been able to easily download all transaction data from TD Ameritrade. Now that Schwab had bought TD Ameritrade and all accounts have been transferred to Schwab accounts, transaction downloads are almost impossible. I go into online services to activate each account, but it rarely works properly. It either fails entirely or doesn't download the data even though it says that the accounts are linked. I deactivate and then reactivate, but it still doesn't work. When I try to download the transactions for one account it tries to download the transactions from y other accounts and invariably fails. Why not keep it simple like TD Ameritrade did and allow us to upload data for one account at a time. This interface needs to be fixed!!! It's terrible.

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