I just moved all my holdings from Schwab to Royal Alliance. Using Quicken 2013 Deluxe, I created a new account for Royal Alliance, and Quicken then downloaded all the mutual fund current share amounts to Royal Alliance as additions.
Now of course, all those shares are shown twice, once for Schwab and once for RA. I would like to delete the Schwab account, which would fix the net worth, but I don't want to lose all the history shown in the Schwab Account.
Can someone tell me how I can do this?