Doug Hayman

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.

I have 5 accts with TD Amertrade: my Solo 401k, my IRA, my wife's IRA, a dormant trading acct, and a Trust Trading acct. I am scheduled for transition over Labor Day weekend. I just called them in attempt to delay my transition, to which they said no can do. As an aside, I just found out that only my Solo 401K acct is transitioning on Labor Day, and my other 4 accts have not been designated to transition for some strange reason. I'm going to call during the day tomorrow, to speak with someone up the chain who knows what's going on, to rectify what appears to be an administrative screw-up, since they guy I spoke with didn't have the answers. As an aside, late last year when Schwab was auditing the books of TD Ameritrade for compliance with merger pending, they discovered that my Solo 401K acct (which I established under the auspices of TD Waterhouse) was designated as a "Flexible 401K" (whatever that is -- never got a straight answer) and it was re-coded moving forward to what should have been all this time a "Solo 401K". As a result of the incorrect coding of my acct, I never received annual Emails alerts from them to file annual IRS EZ-5500 forms (takes like a minute to fill out). Apparently, "Flexible 401K" accts didn't get this Emails. As a result, I was delinquent on 9 years of filing EZ-5500's with the IRS, and had to back-fill their filings, and pay IRS $1,500 for that privilege. I complained to TDA and Schwab about this, asked them to credit me this fine, and they said that the onus for not filing was on me. I do my own taxes, was not aware of this filling, but I paid the fine and moved on. Why am I spilling my guts here??? Just want to let you TDA acct holders to proceed with caution, check everything they do during this transition, and if you have multiple accts with them, be aware of the first part of this message. I do not trust them administratively.

Thanks, those directions worked fine. My session today came to a crawl, and Antimalware service was at a critical level.

Good morning, I moved to this new Beta version this morning. I'm trading @MESM22 on the DOM. The last print, which is highlighted in Yellow in the middle "Prices" column, isn't adjusting properly with executed prints. This didn't occur with prior version of MT that I was running. Is there an easy way to rollback to prior version? Thanks.

Apologies, this was a duplicate request, just realized it. I'm talking about in the Scan/Paintbar Manager, not an actual scan:

It would be helpful if a "Last Modified Date" field could be added to the Scan/Paintbar Manager, so that we could sort by this column, rather than have to do this externally in Windows. Thanks in advance for consideration.

Gotcha. Thanks for confirming.

Jerry, Just verifying that the TDA API still does not provide a paper trading option, correct? Setting up an MT TDA account and checking the "Read Only" flag doesn't accomplish this, right? Thanks

Mike, to be clear, the SetColorandShape works correctly, and labels the Engulfing correctly on the Chart as a RED dot; that's not the issue. In my Scanner tab of my portfolio, the above code which flags the candle pattern correctly just displays the bearish result in the Scan Result column in color GREEN. I don't think that I have control over the color that is displayed in the Scan Result Column; that must be something you do by default, depending on whether the Candle Pattern is bullish vs. bearish. Given that the "Engulfing" function handles both Bullish and Bearish cases, I'm guessing that you're not displaying the color correctly in the bearish case. [Sorry, when I cut/paste my code from the Advanced Paintbar window, the forum S/W cut off the code and my explanation originally] Again, I don't think it's a function of the scan code. If you still need it, let me know, and I'll send it to you via Email.

Mike, I included it in original message, but for some reason it didn't get posted (I cut/paste from Paintbar editor): if (CandlePattern.Engulfing() == -1) { SetColorandShape("Engulfing", PBShape.Circle, Color.Red); SetScanResult("Bearish: Bearish Engulfing); }

Small display (color) bug: yields a GREEN (instead of RED) color in the "Scan Result" column. The "Engulfing" pattern function is used for both positive engulfing (== 1) and negative engulfing (== -1).

Yeah, I get it. Maybe I'll just save SDATA.BIN to SDATA.BIN_BACKTEST once I hit close to 120 days of saved futures data, then subsequently reduce the # of saved days in Chart Config, save that current state of SDATA.BIN_CURRENT, and restore old SDATA.BIN_BACKTEST only when I do backtesting. I could then restore current SDATA.BIN_CURRENT to SDATA.BIN when I go back to normal trading, and backfill to bring it up to date for # of days specified in Config. I realize that I'll need to shut MT down, when doing these SDATA.BIN copying. See any snags with that, other than mucking with SDATA.BIN? Alternatively, would it be difficult or feasible to introduce a Settings switch that says to only buffer current day data for charts, even if there is more data for a ticker? Thanks again.

Further to last post, I'm looking to make this more efficient, without losing functionality. Is there a way for me to continue to collect 120 days of data as I'm currently doing, but to force charts to only display last day or 2 only for example, so that MT doesn't have to buffer data for the full 120 days? I guess I'm asking for a smart display filter where MT wouldn't have have to buffer all this data, but all the data is still there.