Doug Hayman

Jerry, that account was not listed there when I authorized, correct. On my Schwab end, In the Security Settings -> Third Party Access, there is an entry for MT that lists the 8 (of 9) accounts. I assume that was entered on their side, when I agreed to using MT for this source via my authorization. Thanks for looking into it. Again FYI, if a "Trust" account is treated differently by Schwab for some reason, I never had an issue with this type of account with MT/TDA.

OK, cannot test trading today, but all Level 1 quotes seem to working fine for stocks/futures on one of my machines. One issue with me though. I have 9 Schwab accounts, and when I configured my Schwab source in MT, it only found 8 (of the 9) accounts to migrate into MT. My Taxable Trading TRUST account was not recognized for MT import for some reason. When I log into web-based Schwab using same login, of course, all 9 display without issue. I never had issue with this "TRUST" account with MT/TDA. Any idea on what i can look for here? Thanks in advance.

Unfortunately, I may have limited access to look at this today, but do you know if there are any symbol # limitations with Schwab OR are the limitations similar to TDA?

Jerry, will Schwab API support the same # of concurrent Level 1 and Level 2 symbols that TDA supported? Same question on # of Backfill days supported? Thanks.

Thanks, Jerry. It was # 5 that was the culprit (Historical Backfill) on Dashboard. No more TDA prompts.

I had all my remaining accounts transitioned to Schwab this past weekend (I'm officially done with TDA), but when I start MT, I still get a TDA Login prompt. I removed any TDA accounts from Settings -> Trading -> Accounts and blanked out my TDA username/password in Settings -> Configure Accounts. When I start MT, I always get the following prompt, which is an annoyance: If I put one of the username / passwords back on my TDA reference in Settings -> Configure Accounts, I get the following message when I start MT (regardless of whether I have "Save Password" checked or not): I'm totally off TDA, how can I start MT without getting either of these messages. Thanks.

I think it does, but you will need to make sure the new acct is designated as such. I just spoke with someone who moved his IRA to a non-IRA trading acct, triggering a tax event, so that's what prompted me to post.

In case it's not obvious, do NOT do this with a 401K or IRA account, as it will trigger a taxable event on the base account.

Jerry, how does Schwab know that we use MT, or are you talking about ALL API customers getting moved out to March, 2024?

Just an FYI. I had my solo 401K migrated from TDA to Schwab this weekend, without a hitch. All positions were carried over, and my beneficiaries were carried over to Schwab without a hitch as well. I have my 4 other accounts (2 IRA's and 2 Trading brokerage accounts) slated to be moved on 11/6. As both TDA and Schwab had listed (before this weekend's move) all accounts that are to be moved on 11/6, my wife's IRA account was not listed by either brokerage as an acct to be moved. Although I've been trading from her account forever, under the auspices of my central login, I was told that I had to fill out a Trading Authorization (TA) form for this account to add my name as an authorized user, before it could be considered to be moved over to Schwab. They have a texting option facility on TDA to complete this (where my wife was texted the request to add me), but as it turns out, THAT DOES NOT WORK (finally got TDA to admit that). On their web interface, see Client Services -> Link Accounts -> Trading Authorization. As it turns out, I had to fill out a TA PDF and submit to them by Email, which they received, and said was now sanctioned. However, my wife's IRA account still does NOT appear as an acct to be moved over on 11/6, and neither TDA or Schwab can give me a solid answer on this. Of course, I still have 2 months to get this rectified, and have access to this acct currently via my TDA login. Just wanted to give you guys the heads up on this, for anyone with a similar situation.

Mike, thanks for the quick comeback. My Extended hours settings were different (duh!). Fixed that and all is consistent now. Thank you very much!

Sorry hit Enter, before completing. My scanner logic is: if ((MACDHistogram[1] < 0) && (MacDHistogram > 0)) {fires alert}

I'm running latest version of MT, which I updated to this morning. I have a chart with MACDHistogram with default values 12,26,9,Close,EMA I have a Custom scanner running the same default values, and have a logic portion looking for MacDHistogram positive crossover at 0: When the scanner crosses from negative to positive (as logic implies), it is not consistent with the Chart. Any clues?

I trade out of my 401k, so I will be forced to use Schwab trading tools, until API is ready to support Schwab. Different tools, different accts, not all under 1 umbrella. Shoddy migration strategy, but can’t say I’m surprised.

Spoke with a TD rep, and I was informed that "by regulation" my "401K" acct needs to be transitioned over to Schwab during Labor Day time frame. My other accts noted above will be transitioned at a later TBD date, which sucks. Not even a hint of a communication to let me know that I'll be in this hybrid state for a period of time. Rep said that after Labor day transition, there will be a November date transition period, followed by a TBD transition date sometime in 2024.