How to change the financial institution associated with an investment account
I moved one of my accounts to Schwab. I don't want to lose the history, so I'd like to just change the institution for online updates, instead of creating a new account in Quicken. It looks like I can change many things about an account after it has been established in Quicken, but I don't see a way to change the brokerage firm. Has anyone done this?
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