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Posted by Oilcan on December 15, 2006, 10:17 pm
Please log in for more thread options When I switch brokers - all was always an "all in one shot". I just
renamed the accounts and change the download information (inactivate
old and activate the new). I made a comment in the comment field on
the account that it was formerly Broker X from xx/xxxx to xx/xxxx.
vcard wrote:
> Use the "Shares Transferred Between Accounts" transaction, which allows you
> to transfer one or all of your securities.
>
> vcard
>
>
> :I have switched my brokerage account from UBS to Wachovia, with the same
> : securities, that are already setup in quicken 2006 Premier. I also have a
> : cash account attached to the UBS account, and of course a new one for
> : Wachovia. What is the easiest way to reflect this change? Do you set up
> all
> : the mutual funds etc inside of the Wachovia account, which would maybe
> lose
> : the history of the individual mutual funds, right? I am not sure what is
> : going to happen for example when I do the Web Connect for Wachovia, as to
> : whether it tries adding the securities again or what.
> :
> : Any insight here would be helpful.
> :
> : Bruce
> :
> :
>
>
>
> --
> Posted via a free Usenet account from http://www.teranews.com
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