Move Shares from One Brokerage Account to Another

fpilot
fpilot Member Posts: 16 Reckoner Reckoner
in Personal Plus and Home & Business

Is there any way I can move shares from one brokerage account to another and retain all the history of the security/shares?

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  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 504 Reckon Staff Reckon Staff

    Hello,

    You can use the recategorise function to change the account that a particular transaction is using.

    You can find it under Edit - Find & Replace - Recategorise.

    Regards,

    Alexander

  • fpilot
    fpilot Member Posts: 16 Reckoner Reckoner

    Thanks.

    I am working on your suggestion but having a few problems, I will have to see how I go but I am a bit concerned that it won't do what I am after.

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