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TDA Transition to Schwab

athuddriver

Is there any info out there on how we can "pre load" new Schwab accounts into Quicken for the transition at the end of the month? I'm wondering if this is going to be a last minute goat rope. I suppose it is possible that we won't know our Schwab account numbers until that weekend when they actually move things over.

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Jim_Harman

Not guaranteeing that this will handle all Schwab transition issues, but please see this FAQ

https://community.quicken.com/discussion/7930273/faq-changing-brokerages

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