Q2008 Deluxe R9 Windows XP
In February 2010 I changed the name of an account from Bear Stearns to JP Morgan Securities because of a merger. The prices of the securities in it were updated by one step update but I had to enter transactions manually because Bear Stearns had never set it up so it could be activated. The earliest transactions in this account were in 2003.
JP Morgan Securities can now be activated to download transactions. With their help I activated the account by creating a second Quicken account. The downloaded transactions in this account start in September 2009. Therefore, I would like to transfer all the transactions from the first account from 2003 to 2009 to the second account, but I do not know how to do this. I would prefer to transfer multiple transactions at once, but I cannot even transfer a single transaction. I can copy a transaction from the first account, but when I try to paste it into the second account the paste option is gray.
Is it possible to copy and paste transactions from one brokerage account to another. And, if so, can I do it with multiple transactions?
Thank you. Caryl