How do I zero a brokerage account?

Jason Bourne
Jason Bourne Quicken Windows Subscription Member
edited April 2023 in Errors and Troubleshooting (Windows)
I have an account that I cashed out in 2022. The holdings tab shows no securities remaining in the account, but Quicken is reporting Securities Value of $1386.96 on the account. The cash balance is correct , $0.
How can I make the securities value $0 on an empty account?

Answers

  • Jason Bourne
    Jason Bourne Quicken Windows Subscription Member
    Quitting and then doing one step update to update the securities values seems to have solved this.
  • Unknown
    Unknown
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