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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 -
Re: How to record partial exchange of one mutual fund to another
a) I don't know that a switch from a MF to an ETF constitutes an applicable like kind exchange. Consult your tax and investment advisers. b) If a conversion is applicable, the Quicken Mutual Fun…1 -
Re: Portfolio X-Ray not working
@bajohnson_47 My point really had nothing to do with the CUSIP as a specific ticker characteristic. My observation has been that I have always been able to track down (by trial and error) one or two …1 -
Re: Portfolio X-Ray not working
Update: My prior comment which I quoted above from an archived post was written in March 2020. I have since sold that problematic bond and bought two others (among several) that are now problematic. …1 -
Re: Portfolio X-Ray not working
In a now-archived post, I offered the information below: I was able to track this down to inclusion or exclusion of one specific security - a bond. It's ticker is not an exchange traded ticker, …1
