ydfah Posted October 17, 2023 Report Share Posted October 17, 2023 41 minutes ago, NWTrader said: Jerry, perhaps if you told them they may be losing customers, they might get the API to you with a bit more dispatch. I doubt they care; if they did, the API information would already be in Jerry's hands. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 17, 2023 Author Report Share Posted October 17, 2023 57 minutes ago, NWTrader said: Well, still waiting for MT to include Schwab. Some of my AMTD accounts that do use MT are being migrated now. If this keeps happening, MT will become largely useless for my trading / investing as Vanguard, WeBull (on Win 7) and MooMoo are not supported either. And Yes, I did ask for a transition date change, but was told it was set. I said I'd be closing (ACATing) that acoount and will close others if there is no flexibility. At least the largest accounts are not set to move until next year. Jerry, perhaps if you told them they may be losing customers, they might get the API to you with a bit more dispatch. It's been months now and ........ 0. Peace and Justice --- Patrick Patrick, as far as Win 7, you REALLY should update. As for TD Ameritrade/Schwab, they know the urgency. they are working on it. Quote Link to comment Share on other sites More sharing options...
tedthehead Posted October 17, 2023 Report Share Posted October 17, 2023 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? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 17, 2023 Author Report Share Posted October 17, 2023 if this is about data, then can get a subscription source at least for the time being. QuoteMedia and dxFeed. Quote Link to comment Share on other sites More sharing options...
tedthehead Posted October 18, 2023 Report Share Posted October 18, 2023 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? Quote Link to comment Share on other sites More sharing options...
Barnaby Posted October 18, 2023 Report Share Posted October 18, 2023 10 hours ago, tedthehead said: 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? Please keep us up to date on this as I the exact same boat as you, I’ve been hoping for an email from them telling me I am getting moved to March but nothing yet. Quote Link to comment Share on other sites More sharing options...
Barnaby Posted October 18, 2023 Report Share Posted October 18, 2023 Hi Jerry, do you have a contact person at TD/Schwab who is in the know about this? I tried calling to get it postponed and no one knew what I was talking about. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 18, 2023 Author Report Share Posted October 18, 2023 2 hours ago, Barnaby said: Hi Jerry, do you have a contact person at TD/Schwab who is in the know about this? I tried calling to get it postponed and no one knew what I was talking about. do not have anyone for that. sorry Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 18, 2023 Author Report Share Posted October 18, 2023 11 hours ago, tedthehead said: 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? Fidelity has Level I data, but leaves something to be desired. 1 second update for Level I. No Level II. Quote Link to comment Share on other sites More sharing options...
Barnaby Posted October 18, 2023 Report Share Posted October 18, 2023 I ended up calling the Schwab transition number (listed above) and they were in the know about all of this. They put in for an extension and will call me back in a couple of days to advise if it is approved. I’ll post the outcome. Quote Link to comment Share on other sites More sharing options...
tedthehead Posted October 18, 2023 Report Share Posted October 18, 2023 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. 1 Quote Link to comment Share on other sites More sharing options...
wilburpost2 Posted October 19, 2023 Report Share Posted October 19, 2023 I was told for my accounts that the change to March would happen this Thursday evening and be viewable Friday morning. We shall see..... 1 Quote Link to comment Share on other sites More sharing options...
jca Posted October 20, 2023 Report Share Posted October 20, 2023 Good news! Just now logged-in to TDA and confirmed that my account is no longer scheduled for Nov 3 migration. Quote Link to comment Share on other sites More sharing options...
wilburpost2 Posted October 20, 2023 Report Share Posted October 20, 2023 Didn't have the joy of seeing the blue box proclaiming a March 2024 date, but as for you, the blue box is gone, so I guess we're good for awhile. Quote Link to comment Share on other sites More sharing options...
Barnaby Posted October 20, 2023 Report Share Posted October 20, 2023 1 hour ago, jca said: Good news! Just now logged-in to TDA and confirmed that my account is no longer scheduled for Nov 3 migration. Login for me also confirms the scheduled migration timeline for 11/3 is gone. No news about when it will happen nor any contact/emails. Would imagine that will happen later. Quote Link to comment Share on other sites More sharing options...
ydfah Posted October 20, 2023 Report Share Posted October 20, 2023 Jerry, so what exactly is the hold up with the API from Schwab? Is it that they don't have something in place, software-wise or hardware-wise, or are they dragging their feet because they want everyone to use their Street Smart platform instead of 3rd party one, such as MT? Quote Link to comment Share on other sites More sharing options...
jca Posted October 20, 2023 Report Share Posted October 20, 2023 16 minutes ago, ydfah said: Jerry, so what exactly is the hold up with the API from Schwab? Is it that they don't have something in place, software-wise or hardware-wise, or are they dragging their feet because they want everyone to use their Street Smart platform instead of 3rd party one, such as MT? 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? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 20, 2023 Author Report Share Posted October 20, 2023 I don't know what the holdup is. And yes they're committed to getting the API to us. Originally should have been done already. Just got delayed Quote Link to comment Share on other sites More sharing options...
ex_hacker202 Posted October 21, 2023 Report Share Posted October 21, 2023 On 10/18/2023 at 9:18 AM, Barnaby said: I ended up calling the Schwab transition number (listed above) and they were in the know about all of this. They put in for an extension and will call me back in a couple of days to advise if it is approved. I’ll post the outcome. Did you get a call back yet? I called TDA on Monday the 16th and 5 days later haven't heard a peep from them. Quote Link to comment Share on other sites More sharing options...
jca Posted October 21, 2023 Report Share Posted October 21, 2023 (edited) 3 hours ago, ex_hacker202 said: I called TDA on Monday the 16th and 5 days later haven't heard a peep from them. 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. Edited October 21, 2023 by jca Quote Link to comment Share on other sites More sharing options...
Barnaby Posted October 22, 2023 Report Share Posted October 22, 2023 15 hours ago, ex_hacker202 said: Did you get a call back yet? I called TDA on Monday the 16th and 5 days later haven't heard a peep from them. They never did call me back. Id login to your account and you should see the transition date timeline gone. If not, I’d definitely call back. I got the impression from talking to the transition team member that setting up the delay is kind of routine. Quote Link to comment Share on other sites More sharing options...
ex_hacker202 Posted October 22, 2023 Report Share Posted October 22, 2023 5 hours ago, Barnaby said: They never did call me back. Id login to your account and you should see the transition date timeline gone. To you and jca, who also gave me the same answer - I have three TDA accounts, initially was working just on getting my IRA transfer delayed. I saw your responses today and logged into all 3 accounts one by one, didn't see anything about "you're being moved to Schwab" on the main page - do you think TDA really do me the courtesy of delaying the transfer of all 3 accounts w/o me specifically asking them to delay the other two? Surely I'm not the only one trying to delay multiple TDA accounts - has anyone else asked to delay one and have TDA automatically delay all accounts you have? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted October 22, 2023 Author Report Share Posted October 22, 2023 if you don't have the notices, than your accounts are being moved in March, not November. TD Ameritrade was going to be switching many of the accounts that they identified as API users themselves. Calling was basically to make sure your account was not missed. I don't know what criteria was used by them to identify API accounts :). Quote Link to comment Share on other sites More sharing options...
ex_hacker202 Posted October 22, 2023 Report Share Posted October 22, 2023 Thnx Jerry - and thnx to everyone for helping out with this confusing issue. Been checking out Fido's website now that I have an account and I'm not impressed - looking for short term CDs on TDA is a piece of cake, takes all of two mouse clicks - not so easy with Fido, have to enter a lot of criteria to see a list, and there is no way I've found to separate the search into 3, 6, 9 mo CDs unless you create 3 different searches and save them - it takes over a minute to create one search and save it, and I don't think it will update automatically since you have to enter start and end maturity dates, meaning in 6 months the 3 and 6 mo CD searches will return null results - what a PITA compared to TDA. Don't know what Schwab's CD search looks like, they won't let you see anything unless you have an account. Quote Link to comment Share on other sites More sharing options...
wilburpost2 Posted October 23, 2023 Report Share Posted October 23, 2023 IDK @Fido. Just click products, CDs, and then search CDs. You get a rate summary by term. Just click on whatever product you want. Quote Link to comment Share on other sites More sharing options...
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