Hello Jim. I read your thorough explanation to user vk8tx in 2021. The user was trying to merge 2 mutual fund accounts. I have a similar, but not identical issue. I've looked everywhere for an answer and been unsuccessful. I'm hoping that you could shed a light on this. Here is my situation:
I had a traditional IRA and 2 different SEP IRAs from two different employers, all with Fidelity Investments. Now that I'm retired but not yet drawing from the IRAs, I wanted to simplify and combine all the IRAs into one Fidelity account. I called Fidelity and they made the transfer over the phone. They simply transferred the underlying investments in each account to the single surviving account, which retained all the cost data, dividends, etc. Each a/c has holds multiple stocks and mutual funds. They did not CLOSE each account, they merely transferred the shares from one account into another. This is not so easily done in Quicken, however. I've had multiple issues. Can u help?
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January 30
