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How do I transfer shares?


  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Shares Transferred Between Accounts.
  4. Click a link below for more information.
    • Date and Transfer to account
    • Transfer one security or all securities in this account
    • Security to transfer
    • Transfer method
    • Number of shares
  5. Click Done to record the transfer in Quicken.

Notes

  • Cost basis will be transferred for all securities that have been correctly set up.
  • Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.
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