So I have a 35 year-old money market mutual fund in an IRA (small portion of my portfolio) that pays a dividend monthly. I've moved it from one broker to another, and I'm unsure whether to use "Shares Removed" and "Shares Added" or "Shares Transferred Between Accounts". Using "Shares Transferred..." creates 420 transactions in the new account. Thoughts?
Thanks, Pete
If it was me, I'd go for the simplest method - Shares removed and added. Others may have different ideas.
So I have a 35 year-old money market mutual fund in an IRA (small portion of my portfolio) that pays a dividend monthly. I've moved it from one broker to another, and I'm unsure whether to use "Shares Removed" and "Shares Added" or "Shares Transferred Between Accounts". Using "Shares Transferred..." creates 420 transactions in the new account. Thoughts?
Thanks, Pete
depends if you want/need to check for errors against statements at a later date.
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