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How to record change in investment custodian?

Dognose

I transferred assets from one brokerage to another.

Is there a right way to do this in Simplifi? Just manually update the old and new Holdings?

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Investment Transactions

Comments

DannyB

Were you connected to your old brokerage and are you able to connect to your new brokerage?

Are you holdings all the same at the new brokerage?

You may be able to make the account manual and when you connect to your new brokerage and when asked you could select the existing account in QS to connect to the account at your new brokerage.