How to force close an investment account with securities balances
I have moved some investments from one firm to another and want to close the old quicken investment account. However, the account shows securities balances so will not let me close. I can't figure out how to see which securities have balances to try to adjust them. Really, I just want to force the account closed but keep the data for reporting purposes (even though there may be some errors in the accounts). Any ideas?
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