Within Schwab, I have my rollover IRA and a joint brokerage account. Each of them has a separate account number. Do I treat each of those as a separate account even though they are under one Schwab account?
Hello @crescere,
Thank you for reaching out! To clarify, when you say they're under one Schwab account, do you mean they're under the same login credentials? If not, what do you mean?
Since they are different account types and have separate account numbers, I would expect that they'd be tracked as separate accounts in your file. Are you trying to add them as manual accounts, or are you trying to connect them with Schwab for download into Quicken?
I look forward to your response!
