tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5769-merging-investment-accountsInfinite Kind: Discussion 2021-05-25T04:00:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/490508312021-02-23T03:23:33Z2021-02-23T03:23:33ZMerging Investment Accounts<div><p>Maybe I don't understand the question, but could you just rename the account and if the numbers are different do that in account/edit?</p>
<p>just a user</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490508312021-02-23T03:28:58Z2021-02-23T03:28:58ZMerging Investment Accounts<div><p>Fidelity Broker, Account1 and Account2. Move all the investment items in Account1 into Account2, delete Account1. Not sure how renaming would work.</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490508312021-02-23T03:36:31Z2021-02-23T03:36:31ZMerging Investment Accounts<div><p>I wouldn't move all the investment items. Investment accounts are often problematic in doing things like that.</p>
<p>Renaming Account1 to be Account 2 seems simpler to me. (And yes, name, number, etc. would be necessary.</p>
<p>Make a backup before you begin either.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490508312021-02-23T03:49:41Z2021-02-23T03:49:41ZMerging Investment Accounts<div><p>I have already merged the two accounts. Account2 now contains all the original investment items that were in Account2 plus all the investment items moved from Account1.</p>
<p>If I rename Account1 to be the same name as Account2 in Moneydance, won’t<br>
I just have two accounts with the same name but not reflecting the single merged account?</p></div>Mike V.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490508312021-02-23T03:54:08Z2021-02-23T03:54:08ZMerging Investment Accounts<div><p>I thought you said you'd created a new account2 and were moving everything there was in account1, if there is a commingling of two different existing accounts, then it sounds like you are doing the right thing.</p>
<p>Knowing now what you just said, your earlier messages make more sense to me.</p></div>dtd