What is the best way to transition TD Ameritrade Accounts to Schwab?

VIC

Do I just change the online sign in info to the schwab info or do I have to set up all new quicken accounts?

mshiggins

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:

https://community.quicken.com/discussion/7935485/change-over-from-td-ameritrade-to-charles-schwab