Trying to add Charles Schwab to my account, but cannot change where to add account.

JASIEFERT 10022

The pop up window at the end of okaying quicken says do not add to quicken and put account in the wrong place like a credit card account and you can't change anything.

JASIEFERT 10022

Has anyone had this issue?

Quicken Anja

Hello @JASIEFERT 10022,

We appreciate you bringing this issue to our attention, that certainly sounds frustrating!

When did you first notice this issue began? Was there anything significant that happened before this issue started (e.g.: installed new update release, etc.)? Also, are you trying to add a new account to Quicken, or are you trying to re-link this account to an already existing account?

Additionally, could you please tell us where your data file is located on your computer? Do you have it saved in a folder located on your local hard drive (C: Drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?

It would also be helpful if you could provide a screenshot. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Last, I did notice that you are currently still running version R60.15, while the latest version release is R60.20. So to start with, I suggest you please update your program to the latest version by navigating to Help > Check for updates.

Thank you!