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Posted by Arthur Matz on August 28, 2006, 1:13 pm
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I have an account with Fidelity that holds a few of their Mutual funds.
When I told them I want to start buying stocks, they told me I need to open
a brokerage acct and transfer all the mutual funds out my current acct.
I have the acct now setup for online downloads. For Quicken, I would like
to just keep the same account, just giving the current Q account the new
acct number to keep it simple.
My question is, how to I do this so the old account when I connect to do
transaction downloads will be for the new acct at Fidelity?
Here is what I think might be the way to do it:
1. Do an online download, deleting the transaction that do the transfer of
my mutual funds out.
2. De-Activate Online services for that Q acct.
3. Change the acct number of the Q acct to the new number.
3. Setup Online services for the same Q Acct, pointing to the new acct at
Fidelity.
4. On downloading, delete the transfer-in transactions (that were transfered
out of my old acct).
Will this work? Or what is the best way to do this.
Art
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