How can I transfer deceased husband's IRA brokerage accounts into my brokerage account?

iufan
Quicken Windows Subscription Member
TdAmeritrade transferred, but I cannot seem to accomplish this in quicken.
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Best Answer
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Two transactions, one "Cash Transferred out of Account" for all the cash in the IRA and one "Shares Transferred Between Accounts" ("All Securities") should accomplish that.
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Answers
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What happened in real life?
Was your husband's account closed and the holdings transferred to a new account in your name? (most likely)
Or were the securities sold in your husband's account, the cash transferred to a new account, and different securities purchased?
Or were the securities or cash proceeds transferred to an existing account in your name?QWin Premier subscription1 -
Two transactions, one "Cash Transferred out of Account" for all the cash in the IRA and one "Shares Transferred Between Accounts" ("All Securities") should accomplish that.
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