Moving Shares in Kind

Robert DeSimone's Avatar

Robert DeSimone

04 Oct, 2016 04:40 PM

I closed one IRA and rolled those shares in-kind to another IRA. Is there any way to transfer shares from one account to another?

  1. 1 Posted by dwg on 04 Oct, 2016 08:24 PM

    dwg's Avatar

    I'm afraid the only way of "moving" shares it by using a sell transaction, moving the funds to the other account then using a buy transaction.

    I know that is not what is really happening but it is the only method available in Moneydance.

  2. 2 Posted by Yahoo on 04 Oct, 2016 08:28 PM

    Yahoo's Avatar

    Ok thanks! Hopefully it’s a feature that could be added to a future release?
    R.
    __________________________________

    Robert J. DeSimone
    [email blocked]

  3. 3 Posted by Ian O on 05 Oct, 2016 11:16 AM

    Ian O's Avatar

    Hi,

    There's an existing ticket in our ticketing system with this suggestion of adding the ability to move securities, so I've attached it to this discussion and the developers will be looking into it. Any updates to this ticket will be posted to this thread.

    Please let us know if we can be of further assistance!

    Ian O
    Infinite Kind Support

  4. System closed this discussion on 04 Jan, 2017 11:20 AM.

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