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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 -
Re: How to update price of investment - that is not publicly traded (edit)
Sure there are a few ways. The easiest is in the portfolio view, make sure you are on the date that you want to update the price for and then click on the price to update it. Of course this means you…1
