John Campbell ✭✭✭

Well, that worked for me! Deactivated my TDA IRA and Roth IRA accounts and then went to "Tools">Add Account and selected Schwab from the financial sites. It had me log on to Schwab using…

That's amazing! Not sure how you figured it out. I was able to link my Discount Tire Credit Card using this process (clicked on the Guitar Center Credit Card, haha). That's the good news. Bad news is…

Am having a similar problem with USAA. Now when doing a reconciliation, Quicken is including all pending transactions the Statement Ending Balance. This results in a value that can be quite different…