how to transfer equities between accounts

Member
edited May 2022 in Investing (Mac)
I have two brokerage accounts. Brokerage One I have a long history with. Brokerage Two I is new. I want to transfer 1/2 of the equities of brokerage One into brokerage Two. All the while, I want to maintain the history of the of the equities in brokerage two.

Comments

  • Quicken Canada Subscription Member ✭✭✭✭
    In reality, I think you will sell shares of Brokerage one witch will give you money in your cash account (or in your bank account).

    In a second operation, you will buy shares from Brokerage two with the money in your cash account (or your bank account).
  • Quicken Windows Subscription Alumni ✭✭✭✭
    edited December 2019
    unless you request that the shares be transferrred directly by Broker One
    over to Broker Two...
    You might have to fudge Quicken to retain the original history of the overall shares,
    but it might be difficult with the shares history and where they reside....
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