Thanks MarilynG1, it's not that I think TT needs them, but when I wanted to go back an verify the information, if I open each one, the account number is not visible, only the FEIN. I did find that in the Import Summary, if I expand the Schwab accounts, it provides a list, each with account number.
I don't quite get what you are saying about making a one-line manual entry for the totals. Are you saying TT doesn't need to show all that information from each account, only the total gains or loss of ALL the accounts combined, and that there is a way to do that? Otherwise, please help me understand what you mean. I'm already done but it would be good to know. Thanks!
