Accounts

Discussion List

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  Schwab issues and customer support

  Answered ✓ Closed Yossarian 553 views 19 comments 0 points Most recent by Podolski3 November 2021Download, Add/Update Accounts (Windows)
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  American Funds - trouble adding Brokerage to my Accounts.

  Answered ✓ Closed maxwell974 44 views 3 comments 0 points Most recent by Boatnmaniac November 2021Download, Add/Update Accounts (Mac)
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  Add new Fixed Index Annuity account

  Answered ✓ Closed FrazzleRock 584 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 104 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 1.6K views 15 comments 2 points Most recent by afesnak November 2021Investing (Windows)
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  Auto Reconcile Failure on USAA Visa

  Closed RandyGFL 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Errors and Troubleshooting (Mac)
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  Can't delete/deactivate Schwab accounts

  Closed brianlenz 932 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 88 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 2.7K 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 161 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 21 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 44 views 5 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Windows)
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  Discover OAuth Account Link

  Answered Closed AndrewM 34 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Download, Add/Update Accounts (Windows)
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  Add new account but do not download old transactions

  Answered Closed badmoves 23 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 51 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 76 views 8 comments 0 points Most recent by q_lurker November 2021Investing (Windows)
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  I'm having trouble adding a new brokerage account - QMac - Oppenheimer Co.

  Answered ✓ Closed DonaldG1 141 views 5 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Mac)
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  Merged: Will new Betterment integration support detailed tracking sync? Also inquiring about issue.

  hman36 41 views 0 comments 0 points Most recent by hman36 November 2021Download, Add/Update Accounts (Mac)
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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 5K 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 1.2K 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 164 views 4 comments 0 points Most recent by MishawakaKirk October 2021Download, Add/Update Accounts (Windows)
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  Income Reminder Split Category disappears

  Closed Kei 51 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 32 views 2 comments 0 points Most recent by jscarpenter October 2021Investing (Windows)
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  Credit account posting error

  Closed Temreguy2 11 views 3 comments 0 points Most recent by Temreguy2 October 2021Errors and Troubleshooting (Windows)