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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 -
Re: Is there a way to export a report to Excel and keep the bold formatting for total rows?
I don't believe there is a workaround to the general "formatting" issues here, it's all simply "data" to be exported and received. I absolutely agree with you as to &quo…2 -
Re: what is the best account type to place cash value life insurance under assets
If it's a simple whole life policy or other sort of non-indexed policy where the cash component grows due to your premiums and interest I'd probably just set up a generic "asset" …1
