I'm technologically challenged. I just liquidated an old Fidelity account and bought a new one (Magellan). How do I add the new Magellan account to Quicken? I'm using Windows 10.
When you liquidated that prior Fidelity account, how did you record the action in Q? Did you simply record a sale, or did you do anything to the account itself, such as closing it?
IF you didn't close the account, why can't you simply record the BUY of Magellan in the existing brokerage account in Q? A Q brokerage account can hold MANY securities, not just a single one.