Schwab update issue
Quicken update transactions does not agree with prices of investments on the Schwab online account. I have noticed in the past, and now for the last few days. It can be any investment including an individual stock.
Answers
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The obvious result is the account balance is different in Quicken than the online Schwab account.
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Hello @Pat Marshall,
When did this issue begin? Are you receiving any error codes or messages? Are there any pending transactions that could be affecting the balance?
Let me know!
-Quicken Jasmine
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Last 2 days this time, but I have noticed intermittently for perhaps 2 months. No error codes or messages. No pending transactions. Schwab says if might happen because they do after hours trading prices too.
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This issue still occurs. The discrepancy is due to a discrepancy between the stock quotes for this account. The clock icon is adjacent to the price downloaded by Quicken. Most of my stocks show this icon and hovering over it with the cursor shows "Last updated: 11/19/2024". That quote does not agree with what Schwab shows when I login to their online account site. That means the market values do not match. I can only assume Quicken is using the closing market price and maybe Schwab is using the after-hour price. Once I make all of the changes to what Schwab quotes, the account with Quicken matches the online Schwab. I do not have this issue on other accounts like UBS. I would be interested if others with Schwab accounts experience the same issue. If so, how do you handle the discrepancy?
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