Imight just create the base brokerage account and reparent the individual stock and mutual fund accounts into the new brokerage.
Otherwise, zero dollar transactions sending shares only? Note that this would likely affect capital gains calculations... David T. On Nov 20, 2024, 9:19 AM, at 9:19 AM, David Carlson <david.carlson....@gmail.com> 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? > >-- >David Carlson >_______________________________________________ >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. _______________________________________________ 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.
