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Re: How do I merge securities?
Whatever “AI Help” you were using lacks the “I” component. Those instructions will always fail exactly as you found. I would edit each of the transactions that referenced the less desirable name to i…1 -
Re: Trying to Subtotal Schedule B Report by Payee
I don't bother with a Schedule B report for comparison to 1099s. I use an Investment Transactions report customized to _Div, _ReinvDiv, _STCapGnDst or the equivalent Actions. That report can be …1 -
Comment on a Stock Split event
I currently own shares in Cooper Companies, Inc. This week (2/20/24), a 4:1 stock split became effective. For this holding, I download QFX files and import those into Quicken. Prior to that download …1 -
Re: Erroneous stock split download can't be undone
IJH has had a 5:1 split. https://www.ishares.com/us/literature/press-release/stock-split-press-release-2023.pdf payable to shareholders of record 2/16/24 as of close of business 2/21/24. The ‘trick’ …1 -
Re: Trying to add Schwab as a new account as part of the TD Ameritrade acquisition -
@jematlas I suggest you consider the path outlined here. Note in particular, step 4. That direction reuses your existing TDA account as the connection point for the Schwab data.0
