Old mortgage trasferred to a new servicer and can't download any longer.

Arthur Sterbcow Quicken Windows Subscription Member ✭✭✭

September 2023 edited October 2023 in Errors and Troubleshooting (Windows)

My old Mortgage from Mr. Coper has been transferred to Roundpoint mortgage. How do I merge the two acounts or start a Roundpoint download and stop Mr. Cooper download withjout losing data?

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Comments

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  Tekim Quicken Mac Subscription Member ✭✭

  September 2023

  Same question with the recent TD Ameritrade to Charles Schwab transfer.

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  Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

  September 2023

  @Tekim

  You can elect to keep everything in the old Quicken Account, or create a new Quicken Account and transfer the holdings out of the TD Ameritrade Account and into the new Account. This post

  https://community.quicken.com/discussion/7930273/faq-changing-brokerages

  will help.

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  Tekim Quicken Mac Subscription Member ✭✭

  September 2023

  Prefect! Thank you

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