Moving securities / data set up as single Individual accounts in etrade to one single consolidate
I have changed brokerage accounts from Etrade to Fidelity. I have used quicken for years but have set up all my securities as individual accounts and manually dealt with keeping the accounts updated while at etrade. But now I want to transfer all securities under one Fidelity account with a sweep account, and make sure I keep historical data of activity for each security/mutual fund. How can I achieve this? Windows Quicken Deluxe 2017 user
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In the new account, delete any downloaded Add transactions and/or Placeholders that may be created when setting up online access, because the securities are already in Quicken.
Also with regards to the "sweep" account; if all funds (cash remaining) always goes to the "sweep" account; you can just leave that $ amount in the fidelity account knowing that this occurred. If you are more anal as some of us are; you can create a separate account (bank or investment; whatever you fancy); and actually "sweep" funds to/from that account for your cash transactions.
Rick
And yeah, I kinda like to separate the sweep account from the account with the securities. A habit from the older less efficient days of quicken.....