moving financial accounts to an existing account

Question

My husband recently passed away.  Brokerage  #1 has moved his IRA account info to my IRA.  Do I need to delete his account info in Quicken? Brokerage #2 has opened a new account for me and his assets are now in my account.  Do I add a new account in Quicken and then delete his account?  Thanks for any help

Jim_Harman · Answer

I am sorry to hear of your loss.

For Brokerage #1, I would go to the his account, click on Enter Transactions, and use Shares Transferred between accounts to move all the holdings from his account to yours. You should delete any transactions that were downloaded in connection with this change. There is no need to delete his account.

You can do the same for Brokerage #2, transferring the holdings to the new account in your name.