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Re: Cost Basis and Return of Capital
I'm pretty darn certain that Schwab wasn't keeping any of the Return of Capital money reported on the 1099-DIV. Instead, what typically happens is that after the end of the year the company…2 -
Re: Chase Amazon Rewards Card
@"Roger Miller"As I understand it the connection between your computer and financial institutions for all "flavors" of EWC will involve one (or more) intermediaries. Your password…1 -
Re: Problem adding both a common & preferred to Securities List
As far as your Wells Fargo issue, it appears that the problem is that Quicken is using the exact same name for both the common and preferred stock. I got both stocks onto the Security List by adding …1 -
Re: Has anyone figure out how to track a "recasted" mortgage in quicken?
"I tried to mimic a mortgage recast by refinancing the loan in quicken. I applied the lump-sum payment to the original loan and then refinanced the loan at the new lower balance, same interest r…1 -
Re: Charles Schwab Downloads
@snearman_22 Nope. Charles Schwab did this to their benefit and unless they see a large adverse action - like scads of clients leaving as a result of the change - Direct Connect is gone, never to ret…1
