Schwab: Doesnt download transactions after moving a position from one account to another
Murali Narayanan Member ✭✭✭
edited March 2022 in Download, Add/Update Accounts (Windows)
I moved shares of one stock from my IRA to Roth IRA, both accounts within Schwab. A month ago, it would show the name & ticker symbol of the stock with 0 shares and $0 amount. I made a transfer yesterday but as of today, downloads dont show this transaction. All other trade transactions showed up with no issues. YMMV.
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