have changed name and pw from td ameritrate to schwab, but it still shows td ameritrade as the finan

superduck Quicken Windows Subscription Member

October 2023 edited November 2023 in Investing (Windows)

have changed the name from td a to schwab but the financial institution stillsays td ameritrade?

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  Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

  October 2023

  I assume by "financial institution" you're referring to that field in the Account Details screen?

  Generally if you disconnect the Account from downloading, that allows you to change that field.

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