Q won't let me add Schwab account as type brokerage

crownpointdude
crownpointdude Quicken Windows Other Member ✭✭
edited July 2025 in Download, Add/Update Accounts (Windows)

Hi,

I'm trying to add a new Schwab account to Q.

The pulldown menu for type of account only offers me "checking" or "savings" but it's a brokerage account.

Thanks,

Tim

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @crownpointdude,

    We appreciate you reaching out!

    I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

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    Thank you!

    -Quicken Anja
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  • crownpointdude
    crownpointdude Quicken Windows Other Member ✭✭

    Done! Thanks!

  • Quicken Anja
    Quicken Anja Moderator mod

    Thanks for following up and submitting those logs.

    I've sent you another private message to request a few more details.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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