Why not do what they do? If they do a direct transfer or rollover, I think you should try to mimic their behavior. Clearly, if they send you the proceeds, that is just like selling the Vanguard shares and buying new ones in Fidelity.
If it is a direct rollover, you could enter each transaction, which could be tedious if there are years of reinvested dividends or additional purchases. On Mon, Dec 5, 2022 at 3:23 PM Fred J. Tydeman <[email protected]> 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 > [email protected] Testing, numerics, programming > +1 (702) 608-6093 Vice-chair of PL22.11 (ANSI "C") > Sample C99+FPCE tests: http://www.tybor.com > Savers sleep well, investors eat well, spenders work forever. > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- _________________________________ Richard Losey [email protected] Micah 6:8 _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
