Replies to post #112559 on Savvy Trades and Investments

[cliffvb]

TDAM to Schwab transition. One of my accounts shifted to Schwab last year. The rest will transition in two weeks. I also noticed that I lost all my balance history prior to the changeover. At TDAM, the history went back to 2016, making it easy to see how my accounts have done over the years. Overall, I do not like the Schwab website and wish I could have stuck with TDAmeritrade.