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Release R37.62 (US Versions, Dec 2021)

Release R37.62 (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

  • For Schwab customers: Some investment transactions were missing information.
  • For Schwab customers: Running Validate and Repair File for files with both an investment and banking account resulted in the banking account sometimes getting deactivated.
  • Users with closed or hidden accounts had issues with reauthorization and account deletion.
  • A crash was sometimes occurring when One Step Update downloaded bill information.
  • Other issues related to crashes and synchronization.