Moving stocks to a brokerage

Posted by Sweet Andy on December 17, 2007, 3:58 pm

Please log in for more thread options

Qkn 2007 deluxe. I need to move stocks from independent entries to a
brokerage. Can't use .qfx files any more any one know how I can do it?

--
SweetAndyLicious

>>>email: sweetandylicious@eml.cc

Posted by John Pollard on December 17, 2007, 5:23 pm

Please log in for more thread options

Sweet Andy wrote:

> Qkn 2007 deluxe. I need to move stocks from independent

> entries to a

> brokerage. Can't use .qfx files any more any one know how I

> can do it?

Use the "Shares transferred between accounts" transaction.

[And I think you meant to say that you can't use "qif" files
anymore ... but you can, if you really need to.]

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Posted by winner10 on December 17, 2007, 8:01 pm

Please log in for more thread options

Thanks.

wrote:

>Sweet Andy wrote:

>> Qkn 2007 deluxe. I need to move stocks from independent

>> entries to a

>> brokerage. Can't use .qfx files any more any one know how I

>> can do it?

>Use the "Shares transferred between accounts" transaction.

>[And I think you meant to say that you can't use "qif" files

>anymore ... but you can, if you really need to.]

Posted by winner10 on December 20, 2007, 4:04 pm

Please log in for more thread options

I notice that when you do use the move stocks all the dates on the
entries change to todays date. Not a good thing if you're going to do
research.

Yes, I did mean qif files. OK, I'll bite how do you use them in qd
2007?

wrote:

>Thanks.

>wrote:

>>Sweet Andy wrote:

>>> Qkn 2007 deluxe. I need to move stocks from independent

>>> entries to a

>>> brokerage. Can't use .qfx files any more any one know how I

>>> can do it?

>>Use the "Shares transferred between accounts" transaction.

>>[And I think you meant to say that you can't use "qif" files

>>anymore ... but you can, if you really need to.]

Posted by John Pollard on December 20, 2007, 4:23 pm

Please log in for more thread options

winner10 wrote:

> I notice that when you do use the move stocks all the dates on

> the

> entries change to todays date. Not a good thing if you're

> going to do

> research.

Not sure what "research" you are thinking of, but I don't know
of any problem with the dates.

Chances are, you are looking at the "transaction" date; which is
really correct. If you transferred your securities from
Brokerage A to Brokerage B on December 1, 2007 ... that's the
date the transaction(s) should have. You may have owned the
securities before that ... but not in the Brokerage B account.
Remember, the "transfer" shares process does not remove
transactions from the old account ... prior to the transfer
date, your holdings will all appear in the old account.

But if you "Edit" the Add Shares transaction(s) in the new
account, you'll see that each lot was transferred from the old
account with its correct "Acquisition" date ... good for
computing things like holding period for capital gains.

> Yes, I did mean qif files.

> OK, I'll bite how do you use them in qd 2007?

http://tinyurl.com/2qk6wk

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup