How do I move investment accounts from one institution to another?

I have several investment accounts with a particular institution. They have chosen to have another institution take over our accounts and stop offering that service. Is there anyway to move the accounts as is? Or am I stuck building new accounts and then moving the investments?

Best Answer


  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    edited June 2020
    Don't do any "moving" of anything. Just edit the account details to change the financial institution.
    If you download transactions, deactivate the accounts and re-add them using the new FI.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

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