Money Deluxe 2007 - Transferring investment history from former brokerage to new brokerage acct

I am transferring my existing investment accounts from Scottrade to
Fidelity Investments. How do I make sure that the investment history,
i.e., dividends, purchase and sale info, etc., is transferred to the
new accounts I set up in Money 2007 Deluxe for Fidelity (my new
broker)?  Thanks, Jonvin
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12/22/2007 10:52:22 PM
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In microsoft.public.money, jacknhelena@gmail.com wrote:

>I am transferring my existing investment accounts from Scottrade to
>Fidelity Investments. How do I make sure that the investment history,
>i.e., dividends, purchase and sale info, etc., is transferred to the
>new accounts I set up in Money 2007 Deluxe for Fidelity (my new
>broker)?  Thanks, Jonvin

There is more than one way. My preference is to disable the old
account(s) for online access. Change the account name and account
number(s) to match Fidelity. Set up again for online access. Do the
Merge.

For the downloaded Transfers from/to accounts, you would want to
Void or delete them. Check the old account on the web for
dividends-- the cash for which that will then come across as ACATS
transfers. Be prepared to adjust by hand for a month or two.

If you want to undo something, File->Restore is your method.
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via_newsgroup (13113)
12/22/2007 11:02:15 PM
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