Transfer of shares from one account to another

I have found the instructions for transferring shares from one account to another. Which account should be listed 1st - the sending account or receiving account?


  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Bob3005,

    You should start in the account that you are transferring the shares from (i.e. the "sending account".  Complete the transaction there - which will include the name of the "transfer to" account.  Then verify that the "transfer to" account received the shares.

    Let me know if you have any followups.


                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -