Some questions about transfers

#2 10-04-2003, 04:18 PM

In microsoft.public.money, Dan Orth wrote:

- quote -

> Thanks, that did it!
> -Dan

Great to hear it.

#1 10-04-2003, 02:30 PM

Thanks, that did it!

-Dan

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"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:jtdsnv048p79j6jdqhih3n0olhst4hedis[at]4ax.com...
- quote -

> In microsoft.public.money, Dan Orth wrote:
> > I just transfered my entire investment portfolio to a new account with my
> > broker (internal transfer). When I downloaded the statements and
everything
> > online, the new account just lists "Transfer In" for the history for all
my
> > stocks and dividend, split and commission data is lost (there may be more
> > data lost that I haven't realized yet). It still shows I bought it under
my
> > old account but now this changes my Gains and % Gains and everything. I
am
> > not really sure what to do. I would prefer to have it list all the
> > commissions I paid as well as dividends recieved but I don't know how to
do
> > this. I hope this is clear what my problem is. I would REALLY
appreciate
> > any help anyone has with this. Thanks in advance!
> There is more than one way to handle this, and the method I describe
> will work for more than one version.
> First either delete the new account or a backup that predates the
> new account.
> Then for the old account, disable online access. In the account
> details change the Financial Institution and account number, and
> Rename the account.
> In the comment field make a note about the change and the fact there
> was a transfer.
> Then set up online access for the revised account.

10-04-2003, 04:05 AM

In microsoft.public.money, Dan Orth wrote:

- quote -

> I just transfered my entire investment portfolio to a new account with my
> broker (internal transfer). When I downloaded the statements and everything
> online, the new account just lists "Transfer In" for the history for all my
> stocks and dividend, split and commission data is lost (there may be more
> data lost that I haven't realized yet). It still shows I bought it under my
> old account but now this changes my Gains and % Gains and everything. I am
> not really sure what to do. I would prefer to have it list all the
> commissions I paid as well as dividends recieved but I don't know how to do
> this. I hope this is clear what my problem is. I would REALLY appreciate
> any help anyone has with this. Thanks in advance!

There is more than one way to handle this, and the method I describe
will work for more than one version.

First either delete the new account or a backup that predates the
new account.

Then for the old account, disable online access. In the account
details change the Financial Institution and account number, and
Rename the account.

In the comment field make a note about the change and the fact there
was a transfer.

Then set up online access for the revised account.

#-1 10-04-2003, 01:58 AM

Hi-

I just transfered my entire investment portfolio to a new account with my
broker (internal transfer). When I downloaded the statements and everything
online, the new account just lists "Transfer In" for the history for all my
stocks and dividend, split and commission data is lost (there may be more
data lost that I haven't realized yet). It still shows I bought it under my
old account but now this changes my Gains and % Gains and everything. I am
not really sure what to do. I would prefer to have it list all the
commissions I paid as well as dividends recieved but I don't know how to do
this. I hope this is clear what my problem is. I would REALLY appreciate
any help anyone has with this. Thanks in advance!

-Dan

--
------------------------------
SynapticVoid.com - Web site design solutions.

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