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Holdings are a mess since day 1 - Help!
Ever since the initial download of my connected Stifel investment account, the holdings have been way wrong. Since this account was transferred from another brokerage account, I doubt the history of the investment will be accurate. However, the number of holdings is way off, such that Quicken believes me to be a multi-millionaire, when I'm only a multi-thousandaire. It seems that many stock names might have change, but either Quicken didn't match them up or I didn't. Either way, I have way more than I should. I'm looking to find the best way to level-set. Sure, I'd like to have the history from initial purchase to present in the account, but I'll settle for what I can get. Anybody have any tips for getting this right on a mass scale? (Almost 100 securities in Quicken, when I have really 27 in my Stifel account.)
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