Schwab Interface
Schwab Interface
Is it possible to export the information seen on the Move Money Screen into an Excel Spreadsheet? The information we seek is the RMD Amount and if a Systematic Withdrawal, the specifics of the withdrawal plan.
The report is not currently one we can pull ourselves and make the request to our Service Group at Schwab to run however; it would be helpful as we need to be aware of cash needs.
I look forward to your feedback.
Kate