My broker recently jumped ship and joined another brokerage house. I transferred my accounts, intact, with him. What's the best way to reflect this in Quicken and continue to be able to update the accounts online? Thanks.
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Depends if your broker's new brokearge house provides online services. Let's assume they do. Disable your account for onlline access, rename the account and set it up for online access to the new brokerage.
If you want to keep your Quicken history in sync with your real-world history, create a new account and "transfer shares between accounts".
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