What is the best way to transition TD Ameritrade Accounts to Schwab?
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VIC
Member
Do I just change the online sign in info to the schwab info or do I have to set up all new quicken accounts?
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Answers
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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.
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