Transfer of securities to new account (Q07Mac)

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Subject Author Date Transfer of securities to new account (Q07Mac) Bill Greenwood 03-02-2007  Re: Transfer of securities to new account (Q07Mac) Fred Smith 03-02-2007
Posted by Bill Greenwood on March 2, 2007, 8:54 am Please log in for more thread options How can I transfer securities from one investment account to another without losing history? If I use "Move Shares" out of the old account and into a new one, the cost basis in the new account (in portfolio view) resets to the value of shares when transferred. Posted by Fred Smith on March 2, 2007, 6:31 pm Please log in for more thread options If you transferred the whole account, just rename it in Quicken. That will keep your history intact. -- Regards, Fred > How can I transfer securities from one investment account to another without > losing history? If I use "Move Shares" out of the old account and into a new > one, the cost basis in the new account (in portfolio view) resets to the value > of shares when transferred. Similar Threads Posted Combining Securities in the same account March 24, 2007, 10:54 am Cannot Access Securities Within an Account - Help Please ! April 24, 2006, 11:53 pm Custom report - securities with an "account" April 15, 2007, 9:01 pm securities transaction NOT showing up in linked checking account December 21, 2006, 12:37 am Quicken home and business 2008 - Not updating securities in my RRSP account November 16, 2007, 11:55 pm Q 2006 Mac: deleting securities, investment account types, data conversion May 30, 2006, 12:00 am How do I transfer a transaction from one account to another? October 9, 2007, 4:17 pm How create Transfer account? February 19, 2008, 5:10 pm Stock account transfer February 21, 2008, 1:13 pm How to reconcile transfer to investment account April 11, 2006, 11:37 pm