How to convert TD Ameritrade files to Schwab

Epic Quicken Windows Subscription Member

September 2023 edited October 2023 in Download, Add/Update Accounts (Windows)

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.

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Answers

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  Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

  September 2023

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

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

  QWin Premier subscription

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