tedthehead

Thanks for the info and the program that allows me to see everything I need at once.

Clearly the question is, will Medved Trader be ready for Schwab data feed by May 10th? If you cannot be sure due to circumstances beyond your control please let us know ASAP. I'll need to open a small account at a brokerage that already is integrated into Medved in the next few days. Schwab I can lose, but not Medved.

Just got a call back from Schwab and they have approved delaying the transfer of my remaining TD accounts until 2024 (didn't have a specific date yet). If you are in the same situation I would recommend calling soon.

It is only about the data feed. Both of those options will incur monthly fees until Schwab decides to provide you the API. I see Fidelity as a way to avoid those fees. Am I incorrect that the Fidelity feed will provide the same data as the TD feed?

I'm scheduled to have the last of my TD accounts transitioned November 3rd. Called TD and they said it is too late to change. Gave me the "transition specialist" number for Schwab (800-780-8614) and they are trying to delay the transfer of all my remaining TD accounts to be included in the next "group" (presumably March 2024). Will get answer on if this is possible tomorrow. If this falls through I'm thinking I'll open a small cash account with Fidelity and hope it gets completed before Nov 3rd. Would this be a working alternative Jerry?

I've got 10 accounts with TD and for some reason 3 will not be moved till Nov 6. Just signed in on MedVed with one of these three accounts and all is good on MedVed (though market is down). Just got lucky I guess with the 3 accounts. Hope this helps some others.