How do you move a stock into a brokerage? Previously it had been by itself.
moving lone stock to portfolio
Jul 06, 2007
4 Replies
I don't completely understand what you mean by lone stock. As far as I know everything must be in an account with Quicken. How are you capturing this stock in Quicken? I'm suspecting there's a feature I'm not aware of.
Cheers, Scott
Hi, Andy.
You didn't mention your Quicken version. :>(
In Q2007, we can use Shares Transferred Between Accounts.
RC
I had the stock in it's own Investment account. Now it's being handled by a brokerage which already has other stocks.
I believe RC White answered the question though, as I'm using Q 2007 dlx.
Thanks.
Yep. RC answered it alright. That's exactly how you do it.
Scott
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