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Quicken

Discussion in 'Other PC Software' started by tenbob, 2003/03/02.

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  1. 2003/03/02
    tenbob

    tenbob Inactive Thread Starter

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    I have opened a new Charles Schwab brokerage account and moved all of my bond, stock and mutual funds into this account.

    How do I do this transfer in Quicken
     
    tenbob,
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  2. 2003/03/02
    aleekat

    aleekat Inactive

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    I believe Charles Sw. has to have the online/download account enabled. If you look at Quicken help, reference accounts, online. I can't remember the exact location, but there is an area that shows what companies are downloadable. If they are not, then you have to imput all your data manually.
     
    aleekat,
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  4. 2003/03/04
    Mahmud603

    Mahmud603 Inactive

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    You might have to download manually to your Desktop or somewhere and then use the Import facility in Quicken.
     
    Mahmud603,
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