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How do I close out an account? (edited)

David Bradley
David Bradley Member ✭✭
edited December 2019 in Investing (Windows)
On 9/26/18, my investment account changed my retirement interest sweep deposit option from a Savings Bank RSDA to a MMR RSDA. When I use on-line update, Quicken is withdrawing the interest from the (correct/current) MMR RSDA and depoiting the same amount into the old, and zeroed out Savings Bank account. How do I correctly close out the old Savings Bank account and get the deposit entered into the new MMR account?

Answers

  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello David,

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    I have a few questions to help understand what could be happening.

    How is this occurring? Do you have a scheduled transaction set up that transfers the money from one account to the savings account?

    Is this account still active and downloading?

    Let me know!

    -Quicken Tyka
    ~~~***~~~
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