Investment account with an associated banking account

Hen

Long time user starting over after the Schwab TDA merger left me with a crashed Quicken

I am used to an associated banking account. When I enter new investment accounts I do not see that as an option. How to a create a linked bank account/

Details on the crash; Updating my old TDA accounts with Schwab resulted in 3 months of duplicate transactions. Adding the Schwab accounts as new account left me with a zillion placeholders. In both cases hitting the home button crashed the computer. Restoring older backups did not solve any of the problems and the program still crashed.

Bob_L

The option to show cash in a linked account is on the Edit details page of a quicken brokerage account.(right click the account in the account bar, edit/delete account).

Bob_L

The option to show cash in a linked account is on the Edit details page of a quicken brokerage account.(right click the account in the account bar, edit/delete account).

Hen

Thanks Bob