I have to add new Brokerage accounts, transfer the funds from the old account to the New Account.

Question

Have to add new Brokerage accounts; transfer funds to new account and delete/hide Old Account.

Txjane · Answer

Thank you.  My first inclination is just to change the Account Name, and modify the balance.  I think I'll try that on a "dummy copy" just in case.  Appreciate your simple approach.  Blessings,

NotACPA · Answer

WHY?  It's simpler to just de-activate the current account from download, delete the brokerage name and account number and re-activate it with the new info.