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Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I've seen a couple of other posts along this line and as @bmciance says my guess is that transactions downloaded with the "Tda Tran" identifier are transactions not downloaded in the t…1 -
Re: T-bill purchase creates a day gain in the Investing screen.
This is a known issue. When you purchase a bond like this that has no ticker symbol Quicken can't download the security's historic prices, (the previous 5 years I think) so simple math (val…1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
@mshiggins "I had about 6 weeks of those goofy transactions that appeared to be transfers from Ameritrade to Schwab after my Ameritrade to Schwab transition." I'll bet it took them tha…1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I had two accounts transition from TD Ameritrade to Schwab, but I haven't had any dividends or interest downloaded yet. But I wouldn't think that Schwab's at fault here, I would be mor…2 -
Re: Can I do this with my bank?
"So, can I keep my non bank connected account and create a new one and download my bank info to it only? " Can you do that? Sure, but in the connected Account you'll probably get a lot…1
