ROLLOVER IRA TO A NEW BROKERAGE
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I am using Q2018 for windows.
I moved my IRA to a new brokerage. I know that I can remove and add shares between accounts. However, I would like to save historical data such a dividends so I can see how my investments are performing.
I was going to try to simply deactivate the online feature with the old firm, rename the account, and then link it to the new investment firm.
But before I end up with a mess on my hands, I thought that I would check here for advice.
Will my idea work?
I moved my IRA to a new brokerage. I know that I can remove and add shares between accounts. However, I would like to save historical data such a dividends so I can see how my investments are performing.
I was going to try to simply deactivate the online feature with the old firm, rename the account, and then link it to the new investment firm.
But before I end up with a mess on my hands, I thought that I would check here for advice.
Will my idea work?
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Yes, it will work. It is the method we generally recommend when 100% of assets are moving from one bank or broker to another.
As always when changing something, back up your Quicken data file first.Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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