Where did my register go?

harry askenazi
harry askenazi Member ✭✭✭
edited March 2024 in Investing (Windows)

I migrated from TD to Schwab and simply reset the online connection that used to point to TD, to now point to Schwab. However, after updating the connection I no longer see the detailed register for this investment account. All I see is a dashboard with 4 tiles that I cant even configure. How do I go back to having the full flexibility of the register while maintaining the new connection to Schwab?

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Answers

  • harry askenazi
    harry askenazi Member ✭✭✭

    Figured it out. It somehow defaulted to "simple mode" when I changed over to schwab

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    During the swap, your register somehow got converted to "Simple mode".

    Do TOOLS, Account List and click EDIT adjacent to the account. Tick "Complete" in the lower left corner, and OK

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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