Where do I find the "Shares transferred between accounts" action on the Mac?

themabies Quicken Mac 2017 Unconfirmed, Member

February 2019 in Investing (Mac)

Where do I find the "Shares transferred between accounts" action on the Mac? Tom suggested this to merge accounts?

0

Best Answers

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  themabies Quicken Mac 2017 Unconfirmed, Member

  February 2019 Answer ✓

  Shares transferred between Accounts

  0
• 

  lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭

  February 2019 Answer ✓

  Quicken for Mac does not have a "Shares transferred between Accounts" function (it is a Windows feature).
  
  See this thread for the workaround:
  https://community.quicken.com/discussion/7266453/transfer-from-old-to-new-brokerage-accounts-in-quicken-for-mac-2016
  
  and this one:
  https://community.quicken.com/discussion/7329180/add-ability-to-transfer-shares-between-investment-accounts-in-quicken-for-mac
  

  Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1

  5

Answers

• 

  themabies Quicken Mac 2017 Unconfirmed, Member

  February 2019 Answer ✓

  Shares transferred between Accounts

  0
• 

  lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭

  February 2019 Answer ✓

  Quicken for Mac does not have a "Shares transferred between Accounts" function (it is a Windows feature).
  
  See this thread for the workaround:
  https://community.quicken.com/discussion/7266453/transfer-from-old-to-new-brokerage-accounts-in-quicken-for-mac-2016
  
  and this one:
  https://community.quicken.com/discussion/7329180/add-ability-to-transfer-shares-between-investment-accounts-in-quicken-for-mac
  

  Quicken Mac Subscription • macOS Sequoia 15.7 on MacBook Pro 13" M1

  5

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