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Victory Capital Transfer to Charles Schwab
I recently opened a Brokerage account with Charles Schwab. The first thing I've done is request a transfer of a mutual fund account from Victory Capital. I have the Victory Capital account in Quicken with years of transactions and cost basis of my funds. The transfer (from Victory Capital to Schwab) will take 7-10 days. In the interim I'd like to buy a couple of funds in my Schwab account. That part is easy. Here's where it gets tricky. I've purposely NOT set up a Schwab brokerage account yet in Quicken. I'd like to but I'm afraid of what will happen when the funds from Victory Capital eventually transfer to Schwab. I'm looking for a simple way to be able to bring over the Victory Capital mutual funds to the Schwab account (I want to set up today) without losing data in 7-10 days. Does anyone have a way to handle by the numbers so to speak?
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