On Wednesday, 20 November 2024 06:17:28 GMT David Carlson wrote: > I opened a new brokerage account at a different provider and I asked them > to transfer all the securities directly from the previous provider without > selling and buying. This was allowed, I think, because they were all held > in street name at the previous provider. They are both US brokerage houses. > I do not see that scenario covered in the Tutorial. How should I cover > this in GnuCash? I presume that I need to create a group of accounts > similar to the old set for the new broker, but then how do I move the > securities without selling and buying?
If personal accounts, just reparent the leaf accounts into the new brokerage? (or even just rename the account - depends how much history you wish to preserve, i suppose?) 0.02 Maf. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
