Replies to post #112582 on Savvy Trades and Investments

[researcher59]

TDAM to Schwab definitely seems like a downgrade to me. Fortunately E*Trade offers the 4 year analyst EPS estimates changes history that Ameritrade had, but not Schwab. Even Yahoo is better than Schwab with that feature.

Also Ameritrade saves the transaction history going back over 20 years ..... Schwab saves only 4 years ! Cheap.

So before your remaining accounts get transferred over, be sure to download your entire transaction history (to excel) and your account value history.

Supposedly the 10 years of monthly account statements will be transferred over, but I've downloaded all of mine just in case ....