QWin 2016 Premier: Move a security to a different account

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I want to move an existing security from one account to a different account

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    edited October 2018
    Which Q product are you running?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Unknown
    Unknown Member
    edited April 2017
    2016 Premier
  • Unknown
    Unknown Member
    edited April 2017
    Are you selling shares of the security from one account and purchasing them in another account?

    Or did you mistakenly acquire shares in the one account and need to have them in the correct account?

    The answer changes, depending on the scenario. 
  • Unknown
    Unknown Member
    edited April 2017
    I found the Transfer Shares transaction code.  I moved the security to the correct account.   
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