Unable to transfer shares. What should I try? Thanks to you.
MacBook Pro. - OS Ventura 13.4 - Quicken v 7.0.4 (Build 700.48787.100)
In the past I have been very impressed with the feature which allows for shares to be transferred from one account to another, for example when transferring shares from a brokerage account over to be held in DRS at the transfer agent. This was a helpful feature. But lately, since Ventura, I am having issues. Was hoping that a new update would fix this problem but this is not to be. Now I am no longer able to remove shares either. Now I’m a bit stuck.
I attempt to transfer shares as I was able previously…
I open the window for the brokerage account, select “New” at the bottom for a new transaction. Enter the date, then in the drop down under “TYPE” I select Transfer Shares. Tab over to the security drop down and select the Security. The security name appears in the window of “Security”. I have selected the security I wish to transfer. “Shares to Transfer” is automatically populated with the correct value of total shares owned for that security. I select “Transfer to Account” with the destination account. Memo auto populates to describe the transaction. I click the “Save” button….
A pop up window appears.. “No “Security” selected. To transfer shares of one security, select a security from the “Security” list.” I click the “OK” button. The window of the register appears again. The transaction type appears as “Remove shares”. The Security area is blank. And the description is 0 shares.
Can anyone help? Many thanks.