Quicken 2020 Investment History

occativ43
Quicken Mac Subscription Member ✭✭
If you have investments you have made over a period of time and recorded it all in Quicken and then move to another brokerage, how do you keep that history of the positions you move to another brokerage and record the transfer and keep the stock history that you recorded over the year from the prior brokerage ? Thank you
Tagged:
0
Best Answer
-
You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:
1
Answers
-
You would enter a "Transfer Shares" transaction in the source account. Obviously make a backup first, but the options should be relatively self explanatory:
1 -
Thank you John. I appreciate you helping me.0
This discussion has been closed.
Categories
- All Categories
- 23 Product Ideas
- 27 Announcements
- 187 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 726 Welcome to the Community!
- 604 Before you Buy
- 1.1K Product Ideas
- 49.8K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 986 Quicken Mobile
- 773 Quicken on the Web
- 75 Quicken LifeHub