Incorrect Download Names for Schwab

Mike Llewelyn
Mike Llewelyn Member ✭✭
in Errors and Troubleshooting (Windows)

Since Schwab purchased TD Ameritrade a couple of years ago I continue to get monthly interest payments downloaded as "TD Ameritrade" for all 6 of my Schwab accounts. All other downloads to those accounts are fine. I've deleted TD Ameritrade in my memorized transactions list but nothing works. Any ideas?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What show's on Schwab's website?
    What's the security that's producing this interest?
    When you do TOOLS, Account List, what shows in the "Transaction Download" column next to these accounts?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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