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Transfer security between security houses - nightmare to enter
Platform - Quicken 2017 Rental property manager, R 19.1, Windows 10
I transferred a few securities from Fidelity to Etrade.
In Quicken, the Fidelity account are marked as "removed".In Etrade as "bought" and there are some "placeholder" entries with incorrect dates (dates do not sync with the transfer dates). The placeholder would only allow to change the cash value of the security, not to update the transaction.
After spending nearly 2 hours with the support, I turned to the community.
Here is what I have tried thus far
1. Delete placeholders, the remove entries from Fidelity and Bought entries in Etrade and enter new trades
2. Update the transfer information
3. Validate the file (file operations)
I get this error when trying to make this entry:
"There are not enough shares for this security in the account you are trying to transfer from. Either choose a different account or update the holdings in the 'transfer from' account"
Many thanks in advance!
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