Re: Another One Step Update Error - TD Ameritrade (Schwab)

On Tuesday, September 5, 2023 at 2:22:41 PM UTC-5, Ken Blake wrote:

> I said that wrong. It's not the TD Ameritrade accounts that have 
> incorrect financial institutions, it's the two accounts with the 
> incorrect nicknames that now have Charles Schwab & Co, Inc, as their 
> Financial Institution. 

That's what I understood you to say.

> I haven't figured out to change them. Is it possible? How? 

Again:
If possible, restore a backup from before you started this process.

If not, deactivate the accounts that are incorrectly matched, 
initiate the Add Account process again, and make sure the 
downloaded accounts are Linked to the correct Quicken accounts.
[That means when you see the dialog box with all the Schwab accounts 
that Quicken discovered, make sure you check to see that the "Action" 
Dropdown says "Link to existing" and that the Nickname column has 
the same name as the name of the Quicken Schwab account you want 
to link to. If the Nickname is not correct, open the Action > Link to ... and 
choose the correct Quicken account.