Schwab Interface Settings: Transfer Parameters

Schwab Interface Settings: Transfer Parameters

Confused about what settings to choose in the Schwab Interface Transfer parameters?  Here is what I recommend. Method for Posting Canceled Trades:  Choose “Mark Trade as Cancelled” This setting determines how corrections are handled.  The options are: 1)...
Schwab Interface Settings

Schwab Interface Settings

Confused about what settings to choose in the Schwab Interface? Schwab Performance Technologies recommends unchecking the two market value settings and checking the rest. I recommend you check them all but one of them.  Here’s why. Use current market value as...