Combining two brokerage accounts?

Posted by stef4stocks on November 2, 2006, 2:17 pm

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I have two different IRA's, at Ameritrade, and now am combining them at
Ameritrade. How do I do that in Quciken 2004? I don't want to lose ten
years of stock trades. Thanks for any suggestions.

Posted by stef4stocks on November 2, 2006, 2:22 pm

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I may be able able to answer my own question....export a QIF file of
one account, and import to the other, right?

On Nov 2, 11:17 am, stef4sto...@hotmail.com wrote:

> I have two different IRA's, at Ameritrade, and now am combining them at

> Ameritrade. How do I do that in Quciken 2004? I don't want to lose ten

> years of stock trades. Thanks for any suggestions.

Posted by John Pollard on November 2, 2006, 4:19 pm

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Basically, that should work. After successful import, delete
the old account.

(I would examine each imported transaction carefully in the
"Accept transactions into register" window before Accepting it.
QIF file matching rules are much more liberal than those for
matching OFX downloads: make sure any "Match" is a true match,
or use "Make New" ... though I assume you are not expecting any
matches at all.)

--
John Pollard
First initial underscore Last name at mchsi dot com
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>I may be able able to answer my own question....export a QIF

>file of

> one account, and import to the other, right?

> On Nov 2, 11:17 am, stef4sto...@hotmail.com wrote:

>> I have two different IRA's, at Ameritrade, and now am

>> combining them at

>> Ameritrade. How do I do that in Quciken 2004? I don't want to

>> lose ten

>> years of stock trades. Thanks for any suggestions.

Posted by stef4stocks on November 2, 2006, 4:59 pm

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Thanks for the heads up.

> Basically, that should work. After successful import, delete

> the old account.

> (I would examine each imported transaction carefully in the

> "Accept transactions into register" window before Accepting it.

> QIF file matching rules are much more liberal than those for

> matching OFX downloads: make sure any "Match" is a true match,

> or use "Make New" ... though I assume you are not expecting any

> matches at all.)

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup

> >I may be able able to answer my own question....export a QIF

> >file of

> > one account, and import to the other, right?

> > On Nov 2, 11:17 am, stef4sto...@hotmail.com wrote:

> >> I have two different IRA's, at Ameritrade, and now am

> >> combining them at

> >> Ameritrade. How do I do that in Quciken 2004? I don't want to

> >> lose ten

> >> years of stock trades. Thanks for any suggestions.

Posted by Andrew on November 3, 2006, 8:11 am

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stef4stocks@hotmail.com wrote:

> I have two different IRA's, at Ameritrade, and now am combining them

> at Ameritrade. How do I do that in Quciken 2004? I don't want to lose

> ten years of stock trades. Thanks for any suggestions.

If you already are downloading transactions from these accounts (that's a
big assumption), wouldn't that automatically 'merge' the accounts as part of
the transactions you're directing Ameritrade to do?

--
-------------------------------------------------------------
Regards -

- Andrew