Transferring cash between brokerage accounts
I'm trying to transfer cash between to brokerage accounts (not intuitive). My account shows a set amount of cash. When I select (Xfr) the Category entry is grey and unable to select an account to transfer to. What is going on here? I thought to transfer between accounts you selected the account to transfer to via the Category entry.
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1 Posted by -Kevin N. on 13 Aug, 2017 08:38 PM
Hi stepperheimer,
The investment account 'Register' provides a designated 'Transfer' field. This is likely a requirement of how investment account transaction are actually split transactions between the Category and the Security. Just my hunch.
I suppose that you could use the investment account's 'Bank Register' if you wanted to use the 'Category' field to enter a transfer. I've never really used the 'Bank Register' though.
-Kevin N.
(not a member of MD support)
System closed this discussion on 12 Nov, 2017 08:40 PM.