Tracking Computershare Accounts

Question

Computershare manages every stock holding as separate, individual accounts.  Is there any workaround in Quicken to create an umbrella account and then download all the individual accounts into the umbrella account?  Apologies if this question has been asked before, but I can't seem to find any way around this limitation.  Thank you, Colin

NotACPA · Answer

https://community.quicken.com/discussion/comment/20531222#Comment_20531222

Excellent Idea!

mshiggins · Answer

Couldn’t you create a Portfolio view that lists the Computer Share accounts?

Chickey · Answer

Yes, unfortunately Computershare does create a separate "Holder Account Number" for each security.  On their site, they aggregate all the separate securities under one login, but unfortunately the only way to mirror this aggregate view is to manually enter the transactions to a single Quicken account, as Tom Young suggests.