View Full Version : Changing stock brokers?
I am about to change brokers and wonder what the sequence should be to
transfer the stocks in Quicken 2005. Transfer first, then enable
automatic update at new brokerage house, etc?
Thanks...Joe
Mike B
03-15-2005, 07:30 AM
"JoeP" <jpsack@NOSPAMpacbell.net> wrote in message
news:MPG.1c9fdc7bbfebc69a98969a@news.sf.sbcglobal.net I am about to change brokers and wonder what the sequence should be to transfer the stocks in Quicken 2005. Transfer first, then enable automatic update at new brokerage house, etc? Thanks...Joe
Change the name of your brokerage account. Don't move the stocks.
--
Mike B
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