New account at Schwab, holdings were not download.
CJWeb
Quicken Windows Subscription Member
I inherited an IRA account at Schwab. I set the account up in Quicken and enabled downloads. Two recent transactions were downloaded, but none of the existing holdings were downloaded. Do I have to enter these manually?
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Answers
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@CJWeb if you click on the gear icon in the upper right of the account register, and select "Reconcile shares", what happens? Does give a message that shares are in balance, or does it list out all the securities and indicate that there is a share discrepancy?
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