capital one moving to etrade
William A Siebert Member
edited January 2019 in Bank Accounts, Downloading, and Categorization (Windows)
I have an account with Capital One Investing, which tomorrow will be transferred to Etrade. Do I simply rename my existing account in Quicken and update the log-in credentials for the Etrade or must I close that account in Quicken, open a new account maned Etrade in Quicken and transfer 18 years worth of transactions? What will this do to the information shown in the investing tab?
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