How do I move all transactions from on brokerage acct to another?

Question

I'm stuck.A while back, my brokerage (we'll call it "ATrade") got bought out byanother (call it "BTrade"). I was still able to download transactionsusing the old ATrade account (in Q2006, by the way) for a while. Then,earlier this year, I stopped getting new transactions.I tried to Edit Account to change the transaction download to BTrade,but there was no place to do that.Instead, I created a new account for BTrade, and it connected right upand downloaded all of my transactions starting from when the old onestopped. Okay... fine. Now, however, so that I still retain all of mycost bases for all of my various lots, etc., I'd like to migrate allof the transactions from the old ATrade account to the new BTradeaccount.How?- Joe

John Pollard · Accepted Answer

The way to do this is to deactivate the account for download, change the financial institution name, then re-activate the account for download.

You don't need to migrate all the transactions in order to retain the original cost basis: use the Quicken "Shares Transferred Between Accounts" transaction to transfer your "holdings" to the new account.

[If you had to move all the transactions from one Quicken account to another, your only choices would be manually (well, theoretically, you could use copy/paste ... one transaction at a time), or exporting from the old account to a QIF file and importing the QIF file to the new account.]

How do I move all transactions from on brokerage acct to another?

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