Can't get investment account to reflect accurately
No matter how many times I create and connect to my brokerage and do a download the portfolio never matches the account.
I have tried different dates to start download and different connect methods, moneydance+ and ofx but neither work right.
Not finding this will ever be a useful financial too. This is taking days to setup which is way more time than I have for this.
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1 Posted by dtd on 29 Dec, 2023 10:09 PM
If TDA means you came from Ameritrade, and now you are at Schwab, Schwab is the company you should complain to, as Schwab has made many tweaks and adjustments that are not standard for downloads.
(If this isn't about the Ameritrade to Schwab transition, then I have misinterpreted)
MD can only report what is being sent by Schwab via MD+/Plaid, and yes, it can often be problematic, and you must fix what Schwab thinks works for them, and they really don't care what the client is trying to do to keep it all "correct" in a 3rd party package. Their response is: "it all balances for us, just look at the website".
MD is not the only company having this issue with Schwab.
System closed this discussion on 29 Mar, 2024 10:10 PM.