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How to change the financial institution associated with an investment account
I moved one of my accounts to Schwab. I don't want to lose the history, so I'd like to just change the institution for online updates, instead of creating a new account in Quicken. It looks…1 -
Re: How to change the financial institution associated with an investment account
The restart did the trick. I had to do a couple of restarts, one after deactivating, and one other time after re-activating. It worked like a charm. Thank you thank you!1
