We have three Schwab accounts - one joint investment account, one IRA account for me and one IRA account for my wife.
When I do a one step update on Quicken, it returns transactions posted to each of the separate accounts, except recently, it has combined our joint account with my wife's IRA account and is now no longer showing her IRA account balance only. Instead, it now adds our joint account balance to her IRA account balance.
In the recent past and for as long as I have used one step updates for our investment accounts, each of our three separate accounts has updated and downloaded transactions for each account separately and has shown each of the three account balances separately in Quicken.
Effectively, we are now getting our joint account balance reported in Quicken separately (as it should be) and also included in my wife's IRA account balance (essentially doubling her IRA account balance and essentially reporting the joint account balance twice).
I have tried omitting and then re-authorizing my wife's IRA account. Still not working correctly.
Seems like this started happening only after the most recent Quicken software update.
Help!!
