Stock no longer downloads from Schwab 401K

KPaisley

OS: Windows 10 (current version)

My Quicken software no longer includes one stock from my 401K account at Schwab. Transactions (share purchases) are current in activity reports, but the stock symbol, qty, and pricing are not included when viewing the Schwab account on the Investing tab. This problem occurred after the last Quicken version update (R58.9). I also had a bond mature and it wouldn't remove the matured shares. I had to manually create a "sold" entry. Previously this was not a problem either for other matured bonds. Please advise ASAP.

Tom Young

Try clicking on the "Customize" button next to the gear wheel and then click on "Customize current view…" and then select the "Securities" tab to see if somehow that security got de-selected.

KPaisley

That was successful. There must be some communication issues within the last update because I never unchecked the stock. But all is good again so thank you!

Tom Young

Try clicking on the "Customize" button next to the gear wheel and then click on "Customize current view…" and then select the "Securities" tab to see if somehow that security got de-selected.

KPaisley

That was successful. There must be some communication issues within the last update because I never unchecked the stock. But all is good again so thank you!