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Quicken Classic for Windows
Investing (Windows)
Special Case - Merge two Vanguard IRA accounts
BonSt
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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Accepted answers
Chris_QPW
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.
All comments
Chris_QPW
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.
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