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My broker changed my account numbers. Which is better to use: Move Transactions, SharesTransferred
Sarah Senger
Member ✭
Accounts, Enter new account numbers in old account (Deactivate / Reactivate) in One Step Update with the new numbers
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Best Answer
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I'd go the deactivate, change numbers, reactivate route. It's all the same account, to you, just with different account numbers.If you like, you could put a $0 transaction in the account register to record the switch.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
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I'd go the deactivate, change numbers, reactivate route. It's all the same account, to you, just with different account numbers.If you like, you could put a $0 transaction in the account register to record the switch.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
My broker changed my account numbers. Which is better to use: Move Transactions, Shares Transferred Between Accounts or Enter new account numbers in the old account (Deactivate/Reactivate) in One Step Update with the new account numbers?0
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@Sarah Senger It looks like we were typing at the same time. See my prior reply
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
Thanks for the answer NotACPA0
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Forgot to say I am using Q 2018 Subscription and updated version.0
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