Re: TD Ameritrade to Schwab Transition

"JohnA" <[email protected]> Thu, 14 Mar 2024 00:06:10 -0400
Newsgroups alt.comp.software.financial.quicken
Message-ID <[email protected]>
I didn't have a problem for the most part - the only small problem I had is 
that there was a missing fee transaction on the date of the transition that 
didn't make it into the Schwab account. I just added it manually.

"Arthur Conan Doyle"  wrote in message 
news:kklhti56otfagtm3b8h2grt6up3ha77464@None...

Received notification that my TDA accounts are finally going to be 
transitioned
to Schwab next month. Mildly curious how seamless the transition will be 
with
Quicken One Step downloads. Anyone been through this?

--
Usenet: The world's first (and best) social network.