How to handle the complete replacement of a fund (by the brokerage) with another within an IRA?
Several of our IRA mutual funds were replaced by the brokerage with new funds with similar objectives. The One Step Update could not handle that change, and neither could I. Could this be handled by recording (in Quicken) the sale of all of the remaining former fund and purchasing the new fund with those exact proceeds? Regardless, I believe I will have to adjust the resultant number of shares to match the shares on a given date reported by the brokerage. In what part of the Quicken program is this best accomplished? BTW, I am using Quicken Subscription 2019 on a Windows 10 laptop.
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