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Brokerage Account Set Up

David & Betty Larson's Avatar

David & Betty Larson

26 Oct, 2016 04:14 PM

Would like to set up Brokerage download for an account I have used for years. A new set up always downloads 180 days which creates a mess. Anyway to restrict initial download to say 30 days?

  1. 1 Posted by David & Betty L... on 30 Oct, 2016 09:23 PM

    David & Betty Larson's Avatar

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  2. Ian O closed this discussion on 31 Oct, 2016 02:00 PM.

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