On 2/5/21 7:56 PM, John Ralls wrote:
>
>
>> On Feb 5, 2021, at 6:42 PM, David Newman 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
>
>
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