How do I move an Account from Brokerage to Retirement?

Options
roy meadows
roy meadows Member ✭
in Investing (Mac)
How do I move an Account from Brokerage to Retirement?

Best Answer

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Answer ✓
    Options
    1. Select the Brokerage account in the sidebar
    2. Click on Settings at the lower right
    3. Change the account "Type" popup to the desired Retirement investment account
    4. Click Save to confirm.
    This will change the investment account to a retirement investment account.

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Answer ✓
    Options
    1. Select the Brokerage account in the sidebar
    2. Click on Settings at the lower right
    3. Change the account "Type" popup to the desired Retirement investment account
    4. Click Save to confirm.
    This will change the investment account to a retirement investment account.

  • roy meadows
    roy meadows Member ✭
    Options
    It worked. Thank you so much "John inNC".
  • mvitulli
    mvitulli Member ✭✭
    Options
    WIth the latest update of Quicken for Mac (6.0.1) this method no longer works. You must deactivate the account for downloads, then reactivate taking care to choose the correct type account during the initial connection.
This discussion has been closed.

Categories