How do I best handle changes of brokerage account ownership (e.g., Scottrade > Ameritrade)?
Ameritrade bought out Scottrade some years back, and my Scottrade account was subsumed into Ameritrade. I prefer not to lose the transaction history (register) for my Scottrade account, but I don't know how "shift" the data/values to the new Ameritrade account. (I suppose I could rename the original Scottrade and update account ID#, etc., but would rather have both accounts visible and separately searchable). At present, lacking any proper understanding, I have remaining values in the Scottrade account that are (at this point) no longer accurate. How best to xfer them to the Ameritrade account?
This discussion has been closed.