Retitle brokerage account to Trust or ???
I have moved my Van Joint Brokerage to a Living Trust. Van has given me a new name and account number for that account. Is there any obvious drawback to simply renaming this account to the Trust and changing the account number or should I perform a series of transactions to make this change. I am mostly concerned about aspects of the MD db which seems to be touchy about performing certain tasks and thanks to Stuart for creating the toolbox to clear up issues that sometimes arise.
I use Van's .qfx download to manage transactions so I'm thinking that I merely create a new account with correct acct number then the whole thing might resolve itself on it's own. I just don't want to get too far in front of this and create a big mess, which has happened to me with MD in the past.
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1 Posted by dwg on 12 Nov, 2025 12:29 AM
If there are no fundamental changes inside the investment, I see no real issue in renaming.
If the QFX download was to give a problem then breaking its link to the account and then reassigning is to the account should resolve that, there may be a change inside the OFX download that prevents it loading.
You can of course test it by taking a copy of the account set - do a backup and restore, de-selecting to retain any sync settings and test it all on the copy first.
I have done many tests of potential changes on a copy before I consider implementing them on the production data.