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My broker changed my account numbers. Which is better to use: Move Transactions, SharesTransferred

Sarah Senger

Accounts, Enter new account numbers in old account (Deactivate / Reactivate) in One Step Update with the new numbers

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Accepted answers

NotACPA

I'd go the deactivate, change numbers, reactivate route. It's all the same account, to you, just with different account numbers.

If you like, you could put a $0 transaction in the account register to record the switch.

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NotACPA

I'd go the deactivate, change numbers, reactivate route. It's all the same account, to you, just with different account numbers.

If you like, you could put a $0 transaction in the account register to record the switch.

Sarah Senger

My broker changed my account numbers. Which is better to use: Move Transactions, Shares Transferred Between Accounts or Enter new account numbers in the old account (Deactivate/Reactivate) in One Step Update with the new account numbers?

NotACPA

@Sarah Senger It looks like we were typing at the same time. See my prior reply

Sarah Senger

Thanks for the answer NotACPA

Sarah Senger

Forgot to say I am using Q 2018 Subscription and updated version.