conversion from Mac to Windows - investment accounts

douglas_mississippi

I am in the process of switching from a Mac laptop to a Windows laptop. I still have my Mac laptop though so I'm not in a rush to move everything. I've read that investment accounts have issues converting. If I'm patient and hold off on the switch will this issue get eventually fixed?

scubax59

Same issue. I want to switch back to Windows but no way to transfer my investment data. I use my Merrill Edge cash management account like a checking account, so I need investment data to migrate.

Chris_QPW

I wouldn't bet on it.  If they haven't done anything on this in so many years.