My broker changed my account numbers. Which is better to use: Move Transactions, SharesTransferred

Sarah Senger

Accounts, Enter new account numbers in old account (Deactivate / Reactivate) in One Step Update with the new numbers

NotACPA

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.

NotACPA

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.

Sarah Senger

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?

NotACPA

@Sarah Senger  It looks like we were typing at the same time.  See my prior reply

Sarah Senger

Thanks for the answer NotACPA

Sarah Senger

Forgot to say I am using Q 2018 Subscription and updated version.