How to transfer shares between IRAs
I've combined the holdings in two Traditional IRA accounts into a single one and need to transfer some shares from one to the other. The XfrShrs option is not listed as an allowed transaction. It is for standard brokerage accounts. I suspect using Remove and Add would lose all the transaction data from the moved shares. Is there a way to trick Quicken into allowing XfrShrs? E,g, temporarily changing the account type?