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Subject Author Date
combine invest. accts Jim C 08-13-2006
Posted by Jim C on August 13, 2006, 8:15 am
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I have 2 401k investment accounts setup in quicken from previous employers.
They have 2 mutual funds that are the same but named differently. How do I
combine the 2 mutual funds shares into a single investment, in a new
rollover account, and retain the cost information? I tried transferring one
into the other account but quicken 2005 views them as 2 separate accounts.
Any help would be apprecated. Thanks



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