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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Opening a new investment account & moving securities from an existing account. How?
shneal3
How can I best move investments from one account to a new one.
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Accepted answers
Sherlock
If you moved securities from one brokerage account to another brokerage account, I suggest you use the
Shares Transferred Between Accounts
wizard: open the source account, select
Enter Transactions
and
Shares Transferred Between Accounts
in the
Enter transaction:
pull-down menu
All comments
Sherlock
If you moved securities from one brokerage account to another brokerage account, I suggest you use the
Shares Transferred Between Accounts
wizard: open the source account, select
Enter Transactions
and
Shares Transferred Between Accounts
in the
Enter transaction:
pull-down menu
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