Transferring a roll over IRA
KEITH34
Quicken Mac Subscription Member
Hello,
This is probably a dumb question- I've transferred my rollover from Fidelity to Vanguard. I already have a few other accounts at Vanguard which are on Quicken. Quicken has correctly zero'd out my Fidelity account. Do I need to do something on the Vanguard side like set up a Quicken rollover account in Vanguard or will it magically appear in Quicken?
This is probably a dumb question- I've transferred my rollover from Fidelity to Vanguard. I already have a few other accounts at Vanguard which are on Quicken. Quicken has correctly zero'd out my Fidelity account. Do I need to do something on the Vanguard side like set up a Quicken rollover account in Vanguard or will it magically appear in Quicken?
0
Comments
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That depends if the transfer was to an existing vanguard account then the transaction should just download. On the other hand if it's to a new vanguard account then you are going to have to use the add account process.
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