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Schwab/Quicken Account Reporting Incorrect Balance

Bruce Rose

Quicken is reporting incorrect balance of my Schwab Roll-Over IRA account. Schwab on-line account is correct and current.

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Comments

Quicken Jasmine

Hello @Bruce Rose,

Thanks for reaching out!

A few things that might help figure out what’s going on:

When did you first notice the balance was off? Has it been happening for a while or just recently?
Is the incorrect balance showing only in the register, or does it also show up in Portfolio/Investment views?
Any recent contributions, withdrawals, or trades that might not have synced yet?
How are you connecting the account — Direct Connect, Express Web Connect, or manual updates?
Do you see any uncleared or pending transactions that could explain the difference?

Looking forward to your response!

Quicken Jasmine

https://community.quicken.com/discussion/7965108/schwab-quicken-account-reporting-incorrect-balance

I haven't heard from you yet, are you still needing assistance?

Let me know!

supersol

I am having the exact same issue. I understand all of the recommended steps. Here's something interesting: when reactivating my Schwab accounts, Quicken does show the correct balance according to Schwab in the pop-up that confirms reactivation. Nevertheless, the side bar reports an incorrect balance.