I have 15 years of detailed investment data in 5 different investment accounts. I have transferred all holdings to one brokerage. I need to merge 4 of the accounts into one existing account. Is QIF the only way? It seems to work since I have 2004. Understand it wont in 2005. Is that true.
Moving transactions one at a time would take forever. Read somewhere you can move "all" transactions in an account in 2005. True thanks much Frank