Ameritrade migrated to Schwab - missing one security (edit)

mjs5406
mjs5406 Quicken Windows Subscription Member
edited October 2023 in Investing (Windows)

I was converted from Ameritrade to Schwab yesterday. One of my securities did not transfer correctly into Quicken.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It would be extremely helpful to know both the name of the security in Ameritrade and WHAT didn't "transfer correctly."

    I know that Schwab doesn't necessarily have the whole universe of every possible security; I've experienced that with special mutual fund classes.

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