Combining two brokerage accounts?

I have two different IRA's, at Ameritrade, and now am combining them at Ameritrade. How do I do that in Quciken 2004? I don't want to lose ten years of stock trades. Thanks for any suggestions.

Reply to
stef4stocks
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I may be able able to answer my own question....export a QIF file of one account, and import to the other, right?

Reply to
stef4stocks

Basically, that should work. After successful import, delete the old account.

(I would examine each imported transaction carefully in the "Accept transactions into register" window before Accepting it. QIF file matching rules are much more liberal than those for matching OFX downloads: make sure any "Match" is a true match, or use "Make New" ... though I assume you are not expecting any matches at all.)

Reply to
John Pollard

Thanks for the heads up.

Reply to
stef4stocks

If you already are downloading transactions from these accounts (that's a big assumption), wouldn't that automatically 'merge' the accounts as part of the transactions you're directing Ameritrade to do?

Reply to
Andrew

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