Quicken recognizes Schwab brokerage account as a check/savings account
After converting from TD Ameritrade to Schwab, all my accounts have downloaded into Quicken without issue except one. When I try to download my mother-in-laws account, the Quicken "Add Account" page list the account name correctly but list the type of account as Savings (instead of Investing or Brokerage) and lists its nickname as an old CD that expired 10 years ago. When I try to link to the proper account there are no brokerage accounts in the list to link to. I have reached out to Quicken on the phone and the rep insisted it was a brokerage problem not setting the account up properly in Schwab, so I contacted Schwab and after an hour troubleshooting, the set up at Schwab is set up correctly as a brokerage with me as durable power of attorney.
Please HELP !!!!!!! This is driving me insane.