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Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
My dividends loading from Schwab are not descriptive at all. Is this a TDA thing? I get this in Quicken in the Security field of a downloaded transaction: Tda Tran - Qualified Dividend ( which isn…1 -
Re: TD Ameritrade merger with Schwab
To keep your cost basis, use the method that deactivates the TDA account, create a new schwab account, and link the Schwab account to the TDA account(s).2