Updating new securities transferred-in-kind from an outside brokerage to my Charles Schwab account?
I am attempting to update my Charles Schwab investment accounts in Quicken. There have been about a dozen securities transferred-in-kind from another brokerage firm into my Charles Schwab account. When I run the One Step Update, the new securities do not show up, only and entry in the "accept downloaded transactions into transactions list" window at the bottom that says "Toa Acat". What does this mean? Will I need to add the new securities manually? Thank you for your help!
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