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

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

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Txjane
    Txjane Member
    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,
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