tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/3463-transfer-of-securitiesInfinite Kind: Discussion 2019-12-09T12:40:10Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-05-07T16:25:06Z2018-05-07T16:25:06ZTransfer of Securities<div><p>Hi Dave,</p>
<p>Thank you for contacting us.<br>
I believe a way to do this is to enter a SellXfr in the source account and a Buy in the destination account. However it is important to enter these transactions at the original purchase price so as not to change your cost basis.</p>
<p>Henry<br>
Infinite Kind Support</p></div>Henrytag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-05-12T18:15:02Z2018-05-12T18:15:03ZTransfer of Securities<div><p>Hi Henry - whilst that works, it is not a convenient method for scenarios where one buys a security in regular interval for years (i.e., dollar cost averages) and then transfers it out.</p>
<p>If a proper share transfer could be implemented, I vote for it :).</p></div>UxRtag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-05-16T05:59:53Z2018-05-16T05:59:53ZTransfer of Securities<div><p>There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.</p>
<p>Henry<br>
Infinite Kind Support</p></div>Henrytag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-05-16T22:04:23Z2018-05-16T22:04:25ZTransfer of Securities<div><p>Many thanks Henry. Fingers crossed.</p></div>UxRtag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-07-01T06:00:00Z2018-07-01T06:00:00ZTransfer of Securities<div><p>I agree it’s a pain and there should be an enhancement. However, FYI, all you do is the SellXfr and Buy using the correct average cost at that point in time and your cost and gains will be correct.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/451893682018-07-02T10:06:13Z2018-07-02T10:06:14ZTransfer of Securities<div><p>Cheers. SellXfr and Buy back in the new account does work with the only downside being that it messes up the Annual ROI, which skyrockets. I can live with that for now.</p></div>UxR