I have switched my brokerage account from UBS to Wachovia, with the same securities, that are already setup in quicken 2006 Premier. I also have a cash account attached to the UBS account, and of course a new one for Wachovia. What is the easiest way to reflect this change? Do you set up all the mutual funds etc inside of the Wachovia account, which would maybe lose the history of the individual mutual funds, right? I am not sure what is going to happen for example when I do the Web Connect for Wachovia, as to whether it tries adding the securities again or what.
Any insight here would be helpful.
Bruce