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Move Shares Out

Use this window to confirm the investment transaction list adjustment.

  1. Confirm the prepopulated settings. All fields should be prepopulated with the correct values.
    • Date: The date of the transaction
    • Account: The investment account into which you're downloading this transaction
    • Security: The name of the security
    • Number of shares: The number of shares this adjustment is moving out of your account. Quicken calculates the number of shares necessary to make your investment transaction list match your downloaded brokerage records
  2. Click OK.
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