Transferring ESPP Shares to a new account

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rwwoo1
rwwoo1 Member ✭✭

I had ESPP shares within an administrator account and I was required to transfer them to a different broker. How do I track this transfer within Quicken? The Shares Transferred between Accounts transaction doesn't let me select the ESPP shares.

Answers

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    The only possible way to transfer ESPP shares from one account to another account in Quicken is to select to transfer All Securities in the Shares Transferred Between Accounts window. Even then I recall there is some oddity with the transferred shares.

    How many lots of the ESPP do you have? It may be easier to just re-enter the ESPP buys in the new account.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • rwwoo1
    rwwoo1 Member ✭✭
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    My ESPP made purchases every pay period. I was there for over 3 years so that's 80+ lots.

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    Are there other securities in the target brokerage account? If the brokerage account will only have the transferred ESPPs, then you could just keep the ESPPs in their current account and rename the account.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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