This process involves setting up a new offline account, moving the holdings over to it from the TD Ameritrade account, then activating the new account for Charles Schwab download. Creating a new account - This method offers the benefit of starting fresh with a smaller account (if you choose not to move over existing transactions).This approach involves deactivating the online service for the existing TD Ameritrade account, changing the financial institution information, and then activating the account for the Charles Schwab download. Accounts should then be thoroughly reviewed in Quicken after they have been reactivated. Keeping the same account - This is the easiest and preferred method as it lowers the number of accounts you will need to review.Charles Schwab has acquired TD Ameritrade and action will need to be taken in order to transition from TD Ameritrade to Schwab in Quicken.
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