Opening a new investment account & moving securities from an existing account. How?

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shneal3
shneal3 Member ✭✭
edited April 2022 in Download, Add/Update Accounts (Windows)
How can I best move investments from one account to a new one.

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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited March 2022 Answer ✓
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    If you moved securities from one brokerage account to another brokerage account, I suggest you use the Shares Transferred Between Accounts wizard: open the source account, select Enter Transactions and Shares Transferred Between Accounts in the Enter transaction: pull-down menu

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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited March 2022 Answer ✓
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    If you moved securities from one brokerage account to another brokerage account, I suggest you use the Shares Transferred Between Accounts wizard: open the source account, select Enter Transactions and Shares Transferred Between Accounts in the Enter transaction: pull-down menu
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