Transferring a roll over IRA

KEITH34
KEITH34 Quicken Mac Subscription Member
in Download, Add/Update Accounts (Mac)
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?

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    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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