[GNC] How to record the transfer of securities directly from one broker to another

[Maf. King]

On Wednesday, 20 November 2024 06:17:28 GMT David Carlson wrote:
> I opened a new brokerage account at a different provider and I asked them
> to transfer all the securities directly from the previous provider without
> selling and buying.  This was allowed, I think, because they were all held
> in street name at the previous provider.  They are both US brokerage houses.
> I do not see that scenario covered in the Tutorial.  How should I cover
> this in GnuCash?  I presume that I need to create a group of accounts
> similar to the old set for the new broker, but then how do I move the
> securities without selling and buying?


If personal accounts, just reparent the leaf accounts into the new brokerage?  
(or even just rename the account - depends how much history you wish to 
preserve, i suppose?)

0.02
Maf.