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jca

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jca last won the day on October 23 2023

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  1. The 60-day rollover rule allows transfer from one retirement account to another within 60 days to avoid taxes and penalties, does it not?
  2. Here’s a last resort for TDA account that doesn’t get delayed migration (though I can’t imagine why that would happen). Open a new TDA account, transfer all assets from old account to new account, close old account. Migration will be delayed because account is too new to be included in Nov 3 migration. Originally suggested to me by a TDA Rep, no guarantee but maybe worth checking out.
  3. Today's email confirmation (Mon 10/23) from TDA:
  4. Last week three TDA Reps submitted delay requests to Transition Team on my behalf. None ever called back. Instead approval of delayed migration was finally acknowledged on Fri 10/20 by the removal of Nov 3 countdown notice from my account homepage. If your account continues to display such notice, then you probably need to contact TDA again ASAP.
  5. Good question ydfah, I would only add: Has Schwab given a firm commitment to eventually make available their API; and, if yes, will it be available to all Schwab accounts OR only grandfathered former TDA accounts?
  6. Good news! Just now logged-in to TDA and confirmed that my account is no longer scheduled for Nov 3 migration.
  7. Status of free data feed following transition of TDA accounts to Schwab beginning in 2023? Does anyone know if Schwab plans to cease or continue free data feed to Medved Trader subscribers?
  8. Coming from QT to MT, I have two immediate concerns: 1.) When will you add a panel for horizontal display of market index tiles at the top of portfolios/watchlists? 2.) Again regarding portfolios/watchlists, for me the “pure” color scheme is easiest to read with minimal eye fatigue; but, unlike QT, highlight color is too dark – I can barely read black data beneath dark charcoal gray highlight color. If, for example, highlight were same color as vertical “name” column or horizontal column header/titles, then readability would be greatly improved. Just my 2¢ for now. Thanks. Hoping to become a longterm annual subscriber!
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