Negative Positions transfer

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
Quicken for Windows 2017
How do you transfer negative (Short Sales) position between accounts?

Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 2018
    Not ever seen this specifically addressed, but I think you need to close the short position in the original account (at no gain/loss) and the re-establish it in the new account.  No way to use the Shares Transferred function.  
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