Shares not removed from quicken when broker to broker transfer was completed
cjsalva
Member ✭
I was changing brokers handling my account. They initiated a broker to broker transfer of all the shares and cash. Upon downloading transactions from institution, each security and its chares had been "Removed" from my Quicken account, plus all the cash and "Added" to my new account with the other Broker. The Old account Cash Balance went to $0.00, but the Securities Value and Total Market Value still retained the full amount of negative dollars in account. Example Securities Value: -$nnn,nnn.00 (Red) Cash Balance: $0.00 (Blue) and Total Market Value: -$nnn,nnn.00 (Red) as my allount totals. How can I remove the negative value of the Securities Value and Total Market Value and get 0.00 (Blue) to correctly Close my Account.
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Comments
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Hello @cjsalva
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was reading over this and for a bit more clarification I believe it would help if were able also to get some screenshots of what exactly is happening. Then we'll be able to see what exactly is going on as well. I'll leave an article down below.
As a side note you may need to drag the photo into the response box so that you're able to add your screenshots.
Once you get a chance let us know more and we'll see what we can do!
Thanks,
Quicken Francisco
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