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Release R36.54 (US Versions, Dec 2021)

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​
What's Fixed

  • An issue in which, for Charles Schwab users with multiple accounts, in unusual circumstances some transactions could be downloaded to the incorrect account. Note: customers who experienced this issue can correct previously downloaded transactions using "Move Transactions" from the gear menu for the investment register.
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