Merging investment accounts

Davis Cooke
Davis Cooke Quicken Windows Subscription Member
edited April 28 in Investing (Windows)

I have had an investment account with Fidelity for several years, which I've managed manually. Today I discovered I could link it directly to my Quicken, so that it pulls in information online. I went through the "wizard" to set it up, and it established a new account. How can I either merge the two, or pull information from the old manual account into this one without having to go one transaction at a time?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I would revert to a backup from before you went through the wizard, then try again.

    Near the end, it will show a list of your accounts at Fidelity. Be careful to choose the option to link the account to an existing account and pick the correct Quicken account, not the Add option, which will create a new Quicken account.

    QWin Premier subscription
  • Davis Cooke
    Davis Cooke Quicken Windows Subscription Member

    I just deleted the new account, and went in to edit the existing one, much as you suggested. When I was going through the setup process, I found the "link to existing account" which worked perfectly! Thanks so much for helping me with this.

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