How to link a settlement account to a brokerage account?
I just converted from Q for Windows to Mac. IRA and Non-IRA accounts both had settlement funds which were linked. (I don't download from brokerage houses - just record keeping). I know these accounts are technically money market accounts with their own symbol. Do I need to change the account setup for the settlement accounts to make them link to the IRA and Non-IRA accounts? If I do, will cash balances resulting from sell transactions show up in the settlement account?
This discussion has been closed.