Merging investment accounts

Cinna
Cinna Member
edited February 13 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 Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @Cinna, thanks for the reply!

    If you're using Quicken Classic, you're posting to the wrong Community. This is the Quicken Simplifi Community. You will want to post your inquiry to the Quicken Classic Community instead: https://community.quicken.com/

    I hope this helps get you pointed in the right direction!

    -Coach Natalie

Answers

  • Coach Jon
    Coach Jon Moderator admin

    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

  • Cinna
    Cinna Member

    I don't use Simplifi just Quicken. I have determined that it would not be wise to combine as I would lose history. Thanks anyway.

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