Cal,

Thanks for the reply. I'll probably go for the "change the name" route
instead of the close old, open new route. At this point, since I'm testing
out a move from Quicken to Money (and Money won't import my old Quicken
data), I wouldn't be losing a lot of data either way. But, it's good to know
I have the option. Thanks again.

Dave Lessnau

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, David A. Lessnau wrote:

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That is the way I prefer to handle it if you actually transfer the
holdings. Disable the account for online access. Change the FI and
account number. Then set it up for online access at the new home.

If you download any AddShares from the new account due to the
transfer, just Void them.


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That is the normal way. You could just close the account, and Money
would ask. That has some disadvantages IMO, tho less so than for a
regular account. Disadvantages include restarting performance data
for holdings in the Portfolio views.

I'm using the Microsoft Money Plus Deluxe Trial. How would I go about
telling Money about transferring a Roth from one brokerage to another (I'm
letting money download the data from my current brokerage)? Is there some
way to, perhaps, change the Financial Institution and account number and then
let Money continue as though nothing has happened? Or, do I have to close
the old account and then open a new one and somehow account for the shares?