transfer security to different account

jmichelich's Avatar


15 Nov, 2019 05:39 PM

Is it possible to enter a new brokerage account and transfer some of the securities from the old to the new brokerage?

  1. 1 Posted by dwg on 15 Nov, 2019 07:30 PM

    dwg's Avatar

    I'm a fellow user.

    There is no mechanism in Moneydance to do this.

    It is necessary to enter a sale of the security at cost price in the existing account move the funds to the new account and then do a buy in the new account, again at cost price.

  2. 2 Posted by jmichelich on 15 Nov, 2019 07:37 PM

    jmichelich's Avatar

    Thanks, that was all I could think of doing……tedious.

  3. 3 Posted by Lynne Davies on 15 Nov, 2019 08:09 PM

    Lynne Davies's Avatar

    Doable but very tedious!

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