ROLLOVER IRA TO A NEW BROKERAGE

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I am using Q2018 for windows.
I moved my IRA to a new brokerage.  I know that I can remove and add shares between accounts. However, I would like to save historical data such a dividends so I can see how my investments are performing.
I was going to try to simply deactivate the online feature with the old firm, rename the account, and then link it to the new investment firm. 
But before I end up with a mess on my hands, I thought that I would check here for advice.
Will my idea work? 

Comments

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    Yes, it will work. It is the method we generally recommend when 100% of assets are moving from one bank or broker to another.

    As always when changing something, back up your Quicken data file first.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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