My Schwab accounts only downloads 1 day there is no holdings?

PMMNLM Member ✭✭
Is there a way to download from Schwab to Quicken?


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited March 16
    Yes, broadly speaking, the process is more or less the "normal" process of editing the Quicken Schwab Account, clicking the Online Services tab, clicking "Set up Now..." and following the prompts.  You must first open your browser, go to the Schwab Security Center, and authorize third parties to access your account.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    also... take a look at the Edit --> Account - to see if the Simple Investing checkbox is [X] .... UN-check it
    QWin Deluxe Subscription - Win10
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