How can I split my two Fidelity IRA downloads into seperate account?

pherink
pherink Quicken Windows Subscription Member
edited June 2024 in Download, Add/Update Accounts (Windows)

My two IRAs (Mutual Funds Magellen and Puritan) in Fidelity are now under one account number. I had seperate accounts for each fund. How can I get the transactions aligned to my two seperate accounts with years of data?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Create, in Q, a 2nd account and then in the Q account that currently holds the security click TRANSACTIONS, Shares Transferred between Accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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