lddavis's Avatar


31 Oct, 2017 11:07 PM

How do you transfer stock from one brokerage account to another? No sales, just a straight transfer. Thanks.

  1. 1 Posted by dwg on 31 Oct, 2017 11:27 PM

    dwg's Avatar

    I'm afraid it is not possible. It is one of a number of additional investment transaction types that has been requested over the years.

    Although it is very wrong I'm afraid that a sale and a purchase at cost price is the only way of moving the stock, keeping in mind if you use lot matching it may require multiple sales and purchases to capture it correctly..

    I know it is not really satisfactory, TIK have provided no indication if they plan to expand on the investment transaction types.

  2. System closed this discussion on 30 Jan, 2018 11:30 PM.

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