Re: TD Ameritrade to Schwab Transition

Arthur Conan Doyle <[email protected]> Thu, 14 Mar 2024 08:43:49 -0500
Newsgroups alt.comp.software.financial.quicken
Organization NYC
Message-ID <ilv5viha8ti7ckf69pqba8s9144icav23f@None>
"JohnA" <[email protected]> wrote:

>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.

I assume the Schwab account numbers will be different than the TDA numbers?
Update those when relinking accounts for OSU?

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