Moving securities / data set up as single Individual accounts in etrade to one single consolidate

Jonathan

I have changed brokerage accounts from Etrade to Fidelity. I have used quicken for years but have set up all my securities as individual accounts and manually dealt with keeping the accounts updated while at etrade. But now I want to transfer all securities under one Fidelity account with a sweep account, and make sure I keep historical data of activity for each security/mutual fund. How can I achieve this? Windows Quicken Deluxe 2017 user

Tom Young

Jonathan

WOW Thank you Tom. That is relief if that works. I thought I had days of jury- rigging  Quicken ahead of me. Now perhaps only 10 hours . haha.

Jim_Harman

q_lurker

Jonathan

Thank you, Jim. I have an existing fidelity account ( the  transfers have already been done from etrade to Fidelity). When I set up a Quicken account for fidelity it searches fideltiy and finds my account and then asks whether I should "add", "link a specific account" or "ignore" ..  I do want to link the fidelity to quicken eventually in order to download transactions  but I have inputting work to do before . If I "add" I see that quicken loads everything. So it appears "ignore" should be the choice? If so, can I link it to fidelity once I've got all the old data entered?

Jonathan

Unknown

Jonathan