I have two regualr mutual fund accounts with Vanguard;
acct 123 - has handful of funds - single owner acct 456 - has handful of funds (different) - joint ownership
I am going to change ownership of the single (123) acct and migrate it to the joint ownership acct.
My question is with respect to Q2009..... What can I do to retain all the old history of the 123 acct transactions after we migrate it to the new 456 acct number ? If I edit the acct number to match the joint acct, what will quicken do ? If the accts get migrated in Vanguard, and I do a download, will the new ones pop up and ASK me if I want to migrate my history to the new acct ?
Just not sure what actions can be tried, or will be triggered by the download after the migration.