Merging investment accounts

Cinna
Cinna Member
edited February 5 in Adding and Updating Accounts

I'm in Canada and because of the recent death of my husband, I inherited his RRIF and TFSA accounts so I now of two each of them. Is there any way to combine them without losing the history?

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  • Coach Jon
    Coach Jon Moderator admin
    Answer ✓

    Hello @Cinna,

    Thanks for reaching out! To help clarify your situation, can you let us know if all 4 accounts are already in Quicken Simplifi? Do you want to just combine the transactions? How are the accounts handled on the bank's side? Are they 4 separate accounts there as well?

    -Coach Jon

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