How do I split an account?

richard2
richard2 Member
edited March 2019 in Investing (Windows)
How do I split an account?  I want to move half of the stocks to a new separate account to monitor 

Best Answer

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    What Q product are you running?  What country? What Build/Release?
    AND, in real life, did those stocks move to a new account also?
    Q should ALWAYS mirror reality,  and  if you didn't make that move in real life you're going to have trouble with the new account .... such as a inability to download into it, since it doesn't exist in reality.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Edited title.
    Quicken Subscription HBRP - Windows 10
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited March 2019
    If your motivation for moving the stocks is just to monitor them and not because they are now actually in a different account, it would be less disruptive to make a customized report or portfolio view that includes just those securities and account.
    QWin Premier subscription
This discussion has been closed.