Move Shares from One Brokerage Account to Another
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fpilot
Member Posts: 16 ✭✭
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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Comments
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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
1 -
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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