How do I transfer all shares from one IRA account to a new IRA account?

LeeBuehler
LeeBuehler Quicken Windows Subscription Member
edited June 2022 in Registers & Transactions (Windows)
I soldx all shares and moved cash to a transfer account. then I boughtx shares in new account. this worked on some but one IRA account shows the securities value as 0 when it should be $30288.05. What did I do that made this one different?
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Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If the number of shares is correct, I suggest you examine the price.
    If the number of shares is not correct, examine the transactions in the register.

    If you haven't already, I suggest you check the Show hidden transactions preference: select Edit > Preferences...
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