Zero out Share Balances

pmw0813

I want to close an account but it won't let me. For some reason, three securities show tiny balances (less than .05 shares). I went to adjust shares and said to make them 0, but the balance remains.

How do I zero out the shares?

Mark1104

try a sale transaction and click the box that says 'sell all shares in this account'

if there are small amounts of cost basis remaining with zero shares in the security, I enter a 'RTNCAP" transaction into the register which will change the cost basis without any shares.