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Subject Author Date
moving lone stock to portfolio Sweet Andy 07-06-2007
Posted by Sweet Andy on July 6, 2007, 10:57 am
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 How do you move a stock into a brokerage? Previously it had been by itself.

--
SweetAndyLicious

>>>email: sweetandylicious@cox.net



Posted by Scott Lindner on July 6, 2007, 12:46 pm
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> How do you move a stock into a brokerage? Previously it had been by
> itself.

I don't completely understand what you mean by lone stock. As far as I know
everything must be in an account with Quicken. How are you capturing this
stock in Quicken? I'm suspecting there's a feature I'm not aware of.

Cheers,
Scott



Posted by Sweet Andy on July 6, 2007, 3:15 pm
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I had the stock in it's own Investment account. Now it's being handled by a
brokerage which already has other stocks.

I believe RC White answered the question though, as I'm using Q 2007 dlx.

Thanks.

--
SweetAndyLicious

>>>email: sweetandylicious@cox.net
>> How do you move a stock into a brokerage? Previously it had been by
>> itself.
>
> I don't completely understand what you mean by lone stock. As far as I
> know everything must be in an account with Quicken. How are you capturing
> this stock in Quicken? I'm suspecting there's a feature I'm not aware of.
>
> Cheers,
> Scott
>



Posted by Scott Lindner on July 6, 2007, 4:34 pm
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>I had the stock in it's own Investment account. Now it's being handled by a
>brokerage which already has other stocks.
>
> I believe RC White answered the question though, as I'm using Q 2007 dlx.

Yep. RC answered it alright. That's exactly how you do it.

Scott



Posted by R. C. White on July 6, 2007, 12:55 pm
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Hi, Andy.

You didn't mention your Quicken version. :>(

In Q2007, we can use Shares Transferred Between Accounts.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

> How do you move a stock into a brokerage? Previously it had been by
> itself.
>
> --
> SweetAndyLicious


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