TDAmeritrade bought by Charles Schwab
Does anybody have any information how to handle Quicken data that was stored in my TDAmeritrade Account and will need to move to my newly created Charles Schwab Account after my securities get moved over to Schwab?
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A Google search brings up this site
with a lot of information about the process including timing, notification, what's being moved, etc., though nothing "Quicken specific" that I could see.
Typically when these kinds of events occur a Quicken user has the option of either creating new Accounts in Quicken and then using the "Transfer Shares Between Accounts" and "Cash Transferred Out of Account" actions to move the positions into the new Accounts, leaving the transactions themselves behind in the old Accounts for reference, or disconnecting the old Accounts from downloading from the old broker and then reconnecting the Accounts to the new broker.
Fasten your seat belt!
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How do I disconnect the old account (TDAmeritrade) from downloading and reconnect the new brokerage (Charles Schwab) to download the Accounts going forward?
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See this recent post on the same topic, it includes step by step instructions as well as a link to yet a third discussion on the topic:
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
