Converting from TD to Schwab

c_loness Quicken Windows Subscription Member

June 2023 edited July 2023 in Investing (Windows)

How do I convert my stocks holdings from TD Ameritrade to Charles Schwab since the merger?

0

Comments

• 

  mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

  June 2023

  Please see the main discussion on this topic:

  https://community.quicken.com/discussion/7934297/handling-schwabs-purchase-of-td-ameritrade-in-quicken

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list

  0

This discussion has been closed.