Personal Investments • Preparing Data For Transfer: Managed (Merril) -> Passive (Schwab)

Just saw this so glad someone got the info to you.

Thank you very much!

Some people have bad things to say about the merrill website but I find it pretty well laid out and the ability to download the account views to csv is a big help to me in organizing my asset allocation.

Statistics: Posted by placeholder — Tue May 28, 2024 12:52 am — Replies 17 — Views 1056

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