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highstream
Returning Member

How to tell brokerage accounts apart -- or do I just add them all together?

Let's say I have three brokerage accounts at Schwab with three different account numbers. How in TT do I tell them apart? Under Interest and Dividends, for example, they all show the same on the screen. I started manually, but then switched to importing. When I entered various kinds of dividends, for example, I kept importing for what I assumed was one account, seemingly getting it settled, then I did another that showed Needs Review and afterwards the one just done would show it Needs Review again. Seven times I imported. Since all three look the same on screen, I'm just playing whack-a-mole. And with another brokerage, I have two accounts but couldn't figure out how to add the second. Things went great last year, but with more accounts per brokerage this year it's been totaling frustrating and brought things to a halt.

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highstream
Returning Member

How to tell brokerage accounts apart -- or do I just add them all together?

I figure one has to add all the accounts together. It'd be nice if they were done separately.

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