Special Case - Merge two Vanguard IRA accounts

BonSt
BonSt Member
edited April 12 in Investing (Windows)
I have two Roth IRA accounts with Vanguard. They both hold the the same fund - this is because I kept them separate after my spouse died. Now that Vanguard has moved to Brokerage accounts I don't know what to do. They're no longer reporting separate transactions for the two accounts. I assume it's ok to merge them since Vanguard has done it. How do I handle this in Quicken? Would I do a rollover from one account to the other as of 3/1/2021?
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Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    I would be tempted to just move all the transactions from one account to the other.
    There is a Move Transactions under the gear icon menu in the register.

    If you try this make sure you have a good backup to go back to just in case.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    I would be tempted to just move all the transactions from one account to the other.
    There is a Move Transactions under the gear icon menu in the register.

    If you try this make sure you have a good backup to go back to just in case.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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