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How to get Mutual Fund conversion to work

WMJ

I fill out he mutual fund conversion transaction but get message "no shares available...."
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QWIN - Canada

Accepted answers

Sherlock

If the account is a single mutual fund account, open the account, press Ctrl + Shift + E, choose No for Single mutual fund account, and select OK.

Otherwise, if there aren't any hidden placeholders transactions, you may want to review: https://www.quicken.com/support/recalculate-investment-register

If the issue persists, consider: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

All comments

Sherlock

No shares available for the acquired security should mean there are no shares of TD Resource held on the transaction date. If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows

q_lurker

"should mean there are no shares of TD Resource held on the transaction date." -- in that Quicken Account (zTD Waterhouse RIFF-465).

WMJ

In my case, the shares are in the same account at the same transaction date

Sherlock

WMJ

thanks for your help