Account has never had bank account tied to it and I have run validate and repair twice.
Thankyou,
Kevin
Hi @kpoinnv,
Thank you for reaching out! I’d appreciate it if you could provide a bit more detail about the issue you’re experiencing.
I look forward to your reply!
Hi Laura,
That is what encountering. I have 4 schwab accounts and three match to the penny.
Thank you for your reply.
Is your cash currently separated into a checking account? In the example I shared, the difference in balances is due to the cash being held in a checking account. As a result, the investment brokerage account only reflects the security value in the account list on the sidebar.
Could you please confirm if this is the case on your end? If not, let me know, and we can take a closer look.
I look forward to your response.
I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.
Hello again,
Checking in once more before this thread is closed. Let us know if you still need assistance.
Thank you!
