ww.finance ✭✭

This post describes the steps I took to convert an existing Charles Schwab Investor Checking account to use Direct Connect, which required switching Financial Institutions (Schwab has multiple FIs av…

Great tips! I found the file in C:\ProgramData\Quicken\Inet\Common\Localweb\Banklist\2019 and indeed my bank is listed with PAYMENT. Very exciting, and thanks for your confirmation. I did a sample tr…