I understand share transfer between quicken accounts, but I'm concerned about how I should handle the direct connect feature. All four accounts offer direct connect and the three mutual fund accounts are currently connected this way. The brokerage account, which I have not set up yet, also offers direct connect.
My plan is to turn off the direct connect to the mutual fund accounts and manually transfer shares to the new brokerage account. Then set up direct connect in the brokerage account and hope for the best. I'd appreciate any comments or recommendations on how to make this share transfer work.