They either did zero testing or the worst possible job in this rollout.Įvery time I download via one step update, I get a 5 page list of 'mismatched' securities, where Schwab supposedly shows zero shares and quicken has the correct shares.
I can download daily now, but once I (after many many days) got the login to work and HOURS of deleting / accepting / reviewing duplicated transactions, the data mapping itself seems to be trash.