On 2/5/21 7:56 PM, John Ralls wrote: > > >> On Feb 5, 2021, at 6:42 PM, David Newman <dnew...@potrzebie.org> wrote: >> >> Greetings. How to record in-kind transfers of stock shares between >> brokerages? >> >> I've read the "Concept of Lots" document on the wiki multiple times, >> especially the "lot transfer" section, but don't understand how this >> applies to in-kind transfers of stocks. > > Probably because it doesn't. > > You can transfer the shares in a regular two-split transaction but depending > on the circumstances it might make more sense to just re-parent the account > to the new broker.
Thanks for that. I might end up doing both. Re-parenting is simplest and makes the most sense. But in one case, I've already got shares of the same company at the old and new brokerages. I used the two-split method there. Both worked fine. Thanks again! dn > > Regards, > John Ralls > > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
