There seems to be no answer to this question yet. Found a circular link on the Turbo Tax help, but nothing.
How can I update the account access without creating duplicates or deleting my historical data with TD Ameritrade?
I have a new login from Schwab (required), which access the same accounts. Everything was transferred over. Can I keep the historical data and simply rename the accounts and reset the login to be that of Schwab?
HELP!!
