artg
Level 4

Get your taxes done using TurboTax

fanfare:

 

Thank you and I'll use your answer to close this discussion.  I say that because our mutual funds were in a "mutual fund account" at USAA, now they're in a brokerage account at Schwab.  

 

Again, this is a new experience for me and I didn't want to post this question in late January/early February.

 

I appreciate your wisdom and counsel.