how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

John_L

I have a stock in 2 Schwab accounts. In Schwab, I transferred the smaller number stock units into one Schwab account. How do I execute the transfer within Quicken?

Jim_Harman

Click on Enter Transactions in the old account and select Shares transferred between accounts.

Delete or do not accept any downloaded transactions that remove the shares from the old account and add them to the new one.

Jim_Harman

Click on Enter Transactions in the old account and select Shares transferred between accounts.

Delete or do not accept any downloaded transactions that remove the shares from the old account and add them to the new one.