Multiple Schwab accounts / can't set up.
I can't seem to figure out why I can't sync multiple schwab accounts to quicken mac 2015. I have followed the attempt of a reset by telling all of the accounts not to download transactions. Then I select one of them and attempt to set it up. When the window that comes up for linking accounts pops up i only have the option of linking one of three of the accounts held at schwab under the same login id/pw.
I'm stuck. Any suggestions?
0

Comments
Two suggestions:
1) Gives that you have deactivated all of the Schwab accounts (i. e., told them not to download):
In Quicken 2015's menu, select Accounts > Hide and Show Accounts.... In the list of accounts that appears in a new window, verify in the Financial Institution column than there is no Quicken account linked to Schwab.
Once there are no links to Schwab, then try again to set up a link to Schwab.
If you still have a problem, then:
2) Temporarily set up a new Quicken 2015 data file: in Quicken's menu, select File > New and go thru the basic setup, starting from Scratch, logging into Intuit's server and then set up an investment account and link it to Schwab.
You should be able to see all three of your Schwab accounts with this procedure.
If this does not work, then I think you will have to contact the Quicken Live Text Chat Support (http://quicken.intuit.com/go/contactsupport) and have them investigate.
(Unless someone else here has an idea.)
3) You can get back to your original Quicken data file after playing with the temporary new data file by going to File > Open Recent and selecting your previous data file.
macOS Mojave 10.14.6