Transferring investment holdings from one financial institution to another

John Pollard <[email protected]>
Newsgroups alt.comp.software.financial.quicken
Message-ID <[email protected]> 
I just noticed that Quicken has a fairly good FAQ on the transfer of holdings from T.D. Ameritrade to Schwab (including screenshots, which can't be posted here).  

While that move occurred some time ago, I think the basics of that FAQ could help Quicken users with most transfers of investment accounts from one financial institution to another, so I'm posting a link to that FAQ.

Moving your TD Ameritrade accounts to Schwab in Quicken 
https://tinyurl.com/yd9zztk5
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