Changing account numbers in Merrill, Lynch

Xander

My investment accounts at Merrill were closed and re-opened with new account numbers and the same holdings. I want to preserve cost basis and avoid re-entering manually each security in each account. How should I handle this in Quicken?

q_lurker

See this FAQ as a starting point. Your better option is likely to keep the same Quicken account.

https://community.quicken.com/discussion/7930273/faq-changing-brokerages