Transfer of shares from one account to another

Bob3005
Bob3005 Quicken Windows 2017 Member ✭✭
in Investing (Windows)
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?

Answers

  • Frankx
    Frankx Quicken Windows Subscription 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.

    Frankx 

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