Securities in my accounts

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jweil

09 May, 2022 02:37 AM

I did a QIF import from Banktivity to MD. Some of my investment securities are appearing in my Accounts listing as separate entries. Is this an import glitch or do they have to remain there as they are only securities in my investment portfolio with Schwab and are not managed as separate accounts? In fact, some are no longer part of my Schwab portfolio but have been sold or merged.

  1. System closed this discussion on 08 Aug, 2022 02:40 AM.

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