Moving Sub-portfolio

[smacrae]

Mark

I am trying to move a subportfolio inside another subportfolio. Cannot figure it out....

[Mark]

Hi smacrae,

You will use the Portfolio Editor window for this. On the left hand side, select the parent of whatever sub-portfolio you wish to move, so that you see this item listed on the right hand side. Drag/drop the sub-portfolio from the right, over onto the left onto the desired new destination sub-portfolio.

[smacrae]

Thanks - that was simple

Now - I'm trying to set up a Schwab brokerage account, and under Transaction Retrieve Settings the only Schwab option is for a 401K account. I tried that and it does not work for my account type.

Hopefully, I am missing something just as simple....thanks

[Mark]

Look for "Charles Schwab" in the "C" section, instead of something that starts with "Schwab"...