Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Quicken 2020 Investment History
occativ43
Member ✭✭
If you have investments you have made over a period of time and recorded it all in Quicken and then move to another brokerage, how do you keep that history of the positions you move to another brokerage and record the transfer and keep the stock history that you recorded over the year from the prior brokerage ? Thank you
Tagged:
0
Best Answer
-
You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:
1
Answers
-
You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:
1 -
Thank you John. I appreciate you helping me.0
This discussion has been closed.