In microsoft.public.money, Dave Schwartz wrote:

- quote -

In the case you described, I would have just changed the account
details to match the new account. I would have noted the event in
the Comment section. The transfer out should accomplish similar
things too, but I could see where the income data could start over.
I am not saying it should, but I am not shocked.

OK-I know the problem, just don't know the solution. I recently closed one
of my accounts at Smith Barney and transferred all the stocks into an
account at Charles Schwab. Many of the stocks in the Barney account had
paid dividends and interest. When they were listed in the Barney account,
that amount showed up in the income column, but now that the same stocks are
in the Schwab account, the income column is clear. But it's the same stock
with the same history. Isn't that the whole point of the "Transfer Out"
feature-so as not to start the stock from scratch? So it's income history
comes along with it?

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Dave Schwartz
Commack, NY