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Quicken Classic for Windows
Investing (Windows)
Transfer of shares from one account to another
Bob3005
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?
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Frankx
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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