How do I move an Account from Brokerage to Retirement?

Quicken Mac Other Member
in Investing (Mac)
How do I move an Account from Brokerage to Retirement?

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Best Answer

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    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

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    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.

  • Quicken Mac Other Member
    It worked. Thank you so much "John inNC".
  • Member ✭✭✭
    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.
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