Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Closing Investment account
blarson7
I recently changed investment brokers and have the new account setup in Quicken. I want to hide the previous account and close it. When I try this under display options, I get this message: "This account has securities balances, please clear the securities before you close the account".
I'm not sure how to do this. Can anyone help?
Thanks
Brian
Find more posts tagged with
Accepted answers
All comments
q_lurker
You should do a Shares Transferred between Accounts to empty the old account and populate the new account. That way you basis and lot information moves to the new account and you have nothing in the old account. The old account can then be closed.
blarson7
Thanks for the reply. I have already created the new account and connected to it online and downloaded all the information so it's up to date. Given this, can I just delete the old account. I don't think there's any reason for me to keep that since it's closed.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
