Merging Accounts

I have several investment accounts with USAA. They offer direct downloads to Quicken; if you want to take advantage of that, you should setup your accounts to match what USAA expects. In my case, in Quicken, I have a non-retirement brokerage account, a non-retirement mutual fund account; a retirement brokerage account, and a couple of retirement mutual fund accounts (Traditional, Roth).

Yes it is possible to merge Quicken accounts: export to qif, then follow the instructions I posted in a thread titled "How to Import QIF Files to Non-cash Accounts, post Q2004 " in the "Other Topics" in the Quicken Support Forums. (I and others have also posted those instructions in this newsgroup and other discussions in the Quicken Support Forums.)

If you have a brokerage acc't w/USAA you just need the brokerage acc't #; however, if you have mutual fund acc'ts USAA uses obscure #'s assigned to each acc't. Not all tech support knew this when I first started trying to download (they may now, this was several years ago). If this is the case w/your situation do a backup & then see which transactions match each acc't.