Transfer shares between accounts?

Derek Atkins warlord at MIT.EDU
Tue Feb 19 13:48:26 EST 2013


Hi,

Janice Forrester <j_forrester at verizon.net> writes:

> Hi all -
>
> Can Gnu Cash handle the transfer of stocks or mutual funds between
> accounts, while preserving the information on when each lot was
> purchased, the number of shares and the basis?
>
> This questions arises from our conversion of traditional contributory
> IRAs to Roth conversion IRAs.
>
> Many thanks,
>
> Jan

Yes and no.  When you make a transfer from A to B, in B you will have
lost the historic context from A.  However, your 'A' history will
remain.

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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