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Re: How to change the name of Financial Institution on account ?
Hi @flyboy03051 You didn't indicate whether you have more than one account with Charles Schwab. If you do - and you now want to change only one Charles Schwab account to Fidelity, I believe that…1 -
Re: Is "Simple Investing" a better choice for my Fidelity/NetBenefits 401k in my use case?
I know I am somewhat late to dinner - on this question - but I do want to chime in on some thoughts. You asked 2 questions. The first was "Is switching to 'Simple Investing' going to c…1 -
Re: how do I create a general ledger for my auditor show all transactions in all accounts---
@Tom Young, In this day and age of computers, "a database is a database" and yes, today's financial databases have the ability to store any and all financial transactions of an entity…1 -
Re: Adding a new Ally Bank IRA Savings account does not give you the option of making it a savings acct
Hi @erick00 For some things/areas of the application, Quicken uses what one might call layman's terminology to make things easier for folks to use the program. So, while it is absolutely true th…1 -
Re: How do I change an account from direct connect to express
Hi @Mike_L, Can I ask why you want to "change them back"? Direct Connect is, in my opinion, a more reliable (and preferred by most folks) downloading method. Frankx1
