Deductions & credits

I am in the same boat. I looked at the Schwab site and all history has been brought over from TD Ameritrade. I believe MINT will only go back three months.  I wonder if one were to just update the account info if it would leave the history in from TD and append any new history from Schwab.  However, if the main purpose is to just see current balances, then one can mark the TD account inactive not shown in any reports. Then create a new link to Schwab to get current balances.