Account Balance

Janine
Janine Member ✭✭
I transferred all my stock to my broker and sold the fractional shares. It still shows a share value and/or cash balance on some of the accounts. Some are positive and some are negative. How would anyone suggest getting the balance to be $0 market value and $0 cash value?

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    For EACH of those sales of fractional shares, make sure that the LAST sale transaction is a "Sell All".
    Q recently expanded the number of share digits supported ... and sometimes this results in itty-bitty fractional shares being left behind.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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