Transfer security
How do I transfer securities between accounts, please?
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1 Posted by Stuart Beesley ... on 01 Jul, 2018 05:53 AM
You record a fake SellXfr at the cost basis price in the from acct and a Buy in the to account at the same transferred cost basis price. This keeps the cost and gains correct.
2 Posted by markles on 01 Jul, 2018 11:51 AM
So it really can’t be done, and the only method is to fake a workaround?
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Mark Adler
3 Posted by Stuart Beesley ... on 01 Jul, 2018 01:16 PM
I’m only a user, but yes I believe this is the only way to do it.
System closed this discussion on 30 Sep, 2018 01:20 PM.