I changed investment managers. How do I transfer all the stocks etc from one to the other?
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Chris S45
Member ✭✭
I recently moved all my investments from one company to the other as an "in kind" transfer. Do I have to use remove/add shares to get them moved in Quicken, or is there an easier way? There are a lot of stocks etc to do manually. Thanks
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Best Answer
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If you moved EVERYTHING from the 1st company to the 2nd ... I'd simply disconnect the account(s) from download, remove the old firms name from the account, exit Q, re-start Q and re-enable the account(s) with the new company.You can, if you'd like, enter a $0 transaction into the account(s) to reflect the switch.It is, after all, a single account to you ... so I'd treat it as such.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP7
Answers
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If you moved EVERYTHING from the 1st company to the 2nd ... I'd simply disconnect the account(s) from download, remove the old firms name from the account, exit Q, re-start Q and re-enable the account(s) with the new company.You can, if you'd like, enter a $0 transaction into the account(s) to reflect the switch.It is, after all, a single account to you ... so I'd treat it as such.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP7
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