I think Quicken did something recently for downloads to be screwed up. Maybe it's a temp thing associated with the TD Ameritrade account merging? Regardless, as discussed in many past posts, there is no rhyme or reason in what they elected to do. IMO, sounds like a programmer without any financial knowledge decided to do this. I don't believe this is a Schwab decision or anything they forced upon Quicken. If they did, Quicken wouldn't treat SNAXX and SWVXX differently since they are both MMFs. I have a relationship with Schwab going back 28 years and they pretty much confirmed this at many levels when I pushed the issue on them.
Schwab has taken over TD Ameritrade but account contents remain the same. How do I either (1) change my TDA account login to Schwab to capture all new transactions without losing all the old transactions/downloads in the TDA account, or (2) set up a new Schwab account that will contain all old TDA transactions/downloads?
Free Downloads Quicken 2010
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The last 90 days of transaction history is downloaded the first time an account is downloaded into Quicken and QuickBooks. Customers using Quicken 2010 and 2011 can download up to 24 months of transaction history. Customers using QuickBooks can download up to 90 days of transaction history. Please call a Fidelity representative at 800-544-7595 for assistance. On subsequent downloads, Fidelity will transmit up to 90 days of new transaction history since the previous download. Therefore, we suggest customers download account information at least every 90 days. Please note that account information is updated on Fidelity's systems nightly, so downloads will contain transaction history up to the close of the previous business day.
In QuickBooks, you can export your transaction history for the last 90 days of transaction history for your personal brokerage accounts. On subsequent downloads, Fidelity will transmit incremental days of new transaction history since the previous download. Therefore, we suggest customers download account information regularly within 90 days period. 0852c4b9a8
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