-
Re: Why doesn't my new Charles Schwab accounts download any action when I run one step Update?
As I expected, today I received my first dividend where the record date was after the transfer date. The dividend was processed normally as a dividend and with the correct symbol and security name. I…1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I did an analysis of my stocks in the migrated accounts (I have 2), and from what I can see my last dividend to be paid that would have to be transfered from TD is due on 9/29. The first that will be…2 -
Re: Account Setup: Directly Held Individual Stocks
Just create an "offline" brokerage account (not connected to a brokerage firm) to put them in (you can give the account any name you want - "Directly Held Stocks" for example). Th…2 -
Re: ADDING ANOTHER 'PAGE'
All you have to do is create another Quicken file for your relatives (File > New Quicken File…) and it will get added to the list that you see.1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I think it is because the securities were registered through TDA at the record date. Once all the prior declared dividends are paid you will see a better description. I have a Schwab account that I h…3
