Ameritrade finally moved us from the Datek login to
Ameritrade. Does anyone know if we can now use AccountSync?
Also, for those who use this service, do you enjoy it and
really save time and effort?

How much clean up is involved at year end when preparing for
taxes?

Thanks for your replies...

Rob
New Orleans

Hartwig Moss IV writes:
> Ameritrade finally moved us from the Datek login to
> Ameritrade. Does anyone know if we can now use AccountSync?

We will be looking into this shortly. Tax season is in full swing so
we are focused on helping clubs with their taxes. We'll let you know
via this forum if AccountSync is compatible with converted Datek
accounts.

> Also, for those who use this service, do you enjoy it and
> really save time and effort?

I'll let others answer this one.

> How much clean up is involved at year end when preparing for
> taxes?

Usually none. This year there have been numerous corrected 1099s from
brokers so some work was required reclassifying dividends.

Rob

I'd highly reccomend AccountSync. It works great and has
saved us lots of time and effort.


Rob Nagler wrote:
> Hartwig Moss IV writes:
> > Ameritrade finally moved us from the Datek login to
> > Ameritrade. Does anyone know if we can now use AccountSync?
>
> We will be looking into this shortly. Tax season is in full swing so
> we are focused on helping clubs with their taxes. We'll let you know
> via this forum if AccountSync is compatible with converted Datek
> accounts.
>
> > Also, for those who use this service, do you enjoy it and
> > really save time and effort?
>
> I'll let others answer this one.
>
> > How much clean up is involved at year end when preparing for
> > taxes?
>
> Usually none. This year there have been numerous corrected 1099s from
> brokers so some work was required reclassifying dividends.
>
> Rob