Move Shares from One Brokerage Account to Another

fpilotfpilot Member Posts: 15

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


  • Alexander McKeownAlexander McKeown Reckon Staff Posts: 49


    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.



  • fpilotfpilot Member Posts: 15


    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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