Move Shares from One Brokerage Account to Another

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


  • Alexander McKeown
    Alexander McKeown Reckon Staff Posts: 85 Reckon Staff


    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.



  • fpilot
    fpilot Member Posts: 16 ✭✭


    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.