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How do I move securities?

This discussion was created from comments split from: Wrong security linked with investment account after upgrade.


  • Leslie Jones
    Leslie Jones Member ✭✭✭
    I upgraded from Mac Q2007 to Mac Q2019. In several Brokerage portfolios there are securities that belong in a different portfolio. How do I move these to where they belong?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Add a transaction in your investment account that contains the security you want to mover and select Transfer Shares in the transaction type to start the process or click on the Transfer Shares button in the Remove Shares form.
    Quicken Mac Subscription • Quicken user since 1993
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