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I am reasonably certain the problems are at Schwab, not with Quicken. I have tried various Quicken alternatives over since I started using Quicken in 1986 - every one was inferior. It happens I am moving to a Financial Advisor whose preference is placing my holdings at Schwab, but Fidelity is an option. We have spoken about this issue. My feeling is this will eventually work itself out - but eventually will be a period of months. I understand Schwab is keenly aware of this problem - I have no information on how much effort they can or are directing at the problem. My guess is the root cause of this go to merging/adding computer systems not written by Schwab to the Schwab system - an obvious candidate TD Ameritrade. If you don't want to wait it out, your options are manually data entry or moving to another brokerage - Fidelity would by my suggestion. My guess is you don't have a big enough account that Schwab gives a flip - Schwab has 14.5 million active accounts that hold over 4.5 trillion dollars. But if you are in the top 1%, I expect a phone call might get some attention.
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