[GNC] Stock transfer

[john]

I'd move the whole account, but that depends on your having a pair of placeholders something like
Assets:Investment:Vanguard:Stocks
Assets:Investment:Fidelity:Stocks
to contain the stock accounts. If you already have some IBM in your Fidelity account you might make a placeholder IBM account with IBM-Fidelity and IBM-Vanguard sub accounts to help keep the lots separate.

Regards,
John Ralls


> On Dec 5, 2022, at 12:52 PM, Fred J. Tydeman <tydeman at tybor.com> wrote:
> 
> What is the best way to transfer stock from one brokerage to another brokerage?
> For example, 100 shares IBM from Vanguard to Fidelity.
> 
> Enter just the number of shares and leave the price and cost fields blank?
> Enter number of shares along with basis price of those shares?
> Something else?
> 
> What about if there are multiple purchases/sells in the old account?
> How would lots be done in the future?
> 
> 
> ---
> Fred J. Tydeman        Tydeman Consulting
> tydeman at tybor.com      Testing, numerics, programming
> +1 (702) 608-6093      Vice-chair of PL22.11 (ANSI "C")
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