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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?
on 15 Nov, 2019 07:30 PM
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.
on 15 Nov, 2019 07:37 PM
Thanks, that was all I could think of doing……tedious.
on 15 Nov, 2019 08:09 PM
Doable but very tedious!
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