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.
Combining two brokerage accounts?
Nov 02, 2006
4 Replies
I may be able able to answer my own question....export a QIF file of one account, and import to the other, right?
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.)
Thanks for the heads up.
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?
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