How to convert TD Ameritrade files to Schwab

Question

Running Quicken for Windows on a Mac using Parallels Desktop. Need directions for converting existing Ameritrade accounts to new Schwab accounts. All Ameritrade accounts transferred to Schwab on Sep. 5th.

Jim_Harman · Answer

Please see this FAQ and post back if you have further questions

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