How can I merge 2 accounts that are being consolidated by broker

Question

Have 2 brokerage accounts that are being consolidated into one of the existing accounts. Is there any way (without going transaction by transaction over 12 years worth) of moving balances and transactions into the new account

Quicken Anja · Answer

Hello @quick20,

Thank you for taking the time to visit the Community, however, since this is an older post that was originally created back in November of 2020, it is less likely to receive an answer now.

I would suggest creating a new post for better visibility. Doing so will also assist us with better tracking ability in the event an escalation is required.

Please be sure to include a detailed description, as well as the version of Quicken you are currently running (Help > About Quicken). The more information you are able to provide will help the Community to better understand and assist.

Thank you!

quick20 · Answer

Will the cost basis information transfer over when you transfer shares from one account to another?

q_lurker · Answer

Why do you think you need to move the "historical" information?  What sort of information are you referring to?  Generally speaking as I said before, the historical data should remain in the original account in which it took place.