How do I convert a brokerage account to a 401(k) or IRA account


If you have been tracking your 401(k) or IRA in a Quicken brokerage account, you can easily convert it to a Quicken 401(k) or IRA account. Doing so will more accurately identify the purpose of the account in Quicken, and assure that its tax-deferred status is represented correctly in Quicken reports and graphs.

1. Choose Tools menu > Account List.

2. Click the Edit button next to the brokerage account that you want to convert.

3. If necessary, in the Account Details dialog change Tax Deferred Status to Yes, and Show cash in a checking account to No.

4. Click the Convert to a 401(k) or IRA button. Note: This button displays in the Account Details dialog only for brokerage accounts with the settings described in step 3, above.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.