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Add Schwab Teen Account Type

Leo113

Cannot add Schwab brokerage account to Quicken Classic for Mac. The account specifically is a Schwab "Teen Account". I can authorize it in the list on the Schwab website, but its not available once the accounts load into Quicken. Would be great if this could be added as a brokerage account

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UKR

What kind of error messages or other problems do you run into when you try to add the account in Q Mac?
Has the new account been funded yet?
It may take a few days for the account to become fully available at the brokerage website.

BTW, is the account going to be turned over to the then-adult teen? I would suggest creating the Teen Account in a separate Q data file and maintaining it there. Eventually, when you do turn over the account, you can also turn over the Q data file.

Leo113

There are no error messages. The teen account doesnt show up in Quicken to link to schwab. The account is enabled for Quicken on the schwab side. The account has been open and funded for several weeks.