Accounts

Discussion List

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  Schwab issues and customer support

  Answered ✓ Closed Yossarian 586 views 19 comments 0 points Most recent by Podolski3 November 2021Download, Add/Update Accounts (Windows)
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  Add new Fixed Index Annuity account

  Answered ✓ Closed FrazzleRock 604 views 2 comments 1 point Most recent by FrazzleRock November 2021Download, Add/Update Accounts (Windows)
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  I can't connect to Wells Fargo accounts after updating user ID

  Answered Closed karen m 106 views 3 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Windows)
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  Quicken shows only HSA cash reserve but none of my investments

  Answered Closed Jeff Armin 1.9K views 15 comments 2 points Most recent by afesnak November 2021Investing (Windows)
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  Can't delete/deactivate Schwab accounts

  Closed brianlenz 1K views 3 comments -1 point Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
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  Merged: New Schwab Connection Workflow Does Not Work

  Steve Zynda 171 views 0 comments 0 points Most recent by Steve Zynda November 2021Download, Add/Update Accounts (Windows)
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  Cannot find American Funds when trying to add a new account

  Answered ✓ JSmorada 102 views 11 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
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  Not able to add Chase Investment Accounts to Quicken

  Answered ✓ DS9536 2.8K views 25 comments 0 points Most recent by B.Saurous November 2021Download, Add/Update Accounts (Windows)
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  Account Balances shows non-$0 for closed account

  Answered Closed DanielTX 171 views 3 comments 0 points Most recent by Chris_QPW November 2021Errors and Troubleshooting (Windows)
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  My 529s come in as IRAs?!?!?!

  Answered Closed tolcheen 22 views 1 comment 0 points Most recent by Tom Young November 2021Download, Add/Update Accounts (Windows)
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  Fifth Third transactions not posting with one step update. They post if go to 53 and export

  Answered Closed llamas 41 views 5 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Windows)
• 
  Discover OAuth Account Link

  Answered Closed AndrewM 31 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Download, Add/Update Accounts (Windows)
• 
  Add new account but do not download old transactions

  Answered Closed badmoves 27 views 3 comments 0 points Most recent by UKR November 2021Download, Add/Update Accounts (Windows)
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  SEP Account not retaining cash balance

  Answered ✓ trwelsh 52 views 7 comments 0 points Most recent by gyanja November 2021Investing (Windows)
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  Why am I getting a constant 0% return calculation for one of my accounts?

  Answered Rebate Junkie 87 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
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  Merged: Duplicate securities from Vanguard and e-Trade

  jdmcmah 1 view 0 comments 0 points Most recent by jdmcmah November 2021Investing (Mac)
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  AFCU Account Locked

  Closed JedWare 5.1K views 5 comments 0 points Most recent by Quicken Anja November 2021Errors and Troubleshooting (Windows)
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  Optum Bank HSA Investment Account Not Found?

  Answered ✓ jafeldma 1.3K views 4 comments 0 points Most recent by Sherlock October 2021Download, Add/Update Accounts (Windows)
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  Problem with Quicken Update, wanting to Add New Account for AMEX when there isn't a New account

  Answered MishawakaKirk 162 views 4 comments 0 points Most recent by MishawakaKirk October 2021Download, Add/Update Accounts (Windows)
• 
  Income Reminder Split Category disappears

  Closed Kei 52 views 1 comment 0 points Most recent by Quicken Anja October 2021Paying Bills, Online Billers & Reminders (Windows)
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  Multi Currency Investment Accounts

  Answered jscarpenter 34 views 2 comments 0 points Most recent by jscarpenter October 2021Investing (Windows)
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  Credit account posting error

  Closed Temreguy2 16 views 3 comments 0 points Most recent by Temreguy2 October 2021Errors and Troubleshooting (Windows)