Schwab moved assets from one account to another - how to show in Quicken
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bobharveyjr
Quicken Windows 2017 Member
Schwab recently moved all the assets from one account to a new account. Quicken now shows only a cash amount in the new account with all the assets in the old account. So I have the same account balance in the two accounts. I could sell and buy but I would lose all the old account transaction history. Other options?
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Comments
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Sell and buy would be wrong , but you wouldn't lose any transaction history.
There are viable options:- Continue to use the old register as the new account (remove the new register).
- Transfer the holdings from the old register to the new register (use the Share Transferred Between Accounts wizard).
- Move the transactions from the old register to the new register (press Ctrl + Shift + N and select Move Transactions and remove the old register).
Note: Before making any significant changes to a Quicken file, always save a backup: press Ctrl + B0 -
bobharveyjr said: Schwab recently moved all the assets from one account to a new account.
or did Schwab do this on their own for some reason
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