Transfer security

markles's Avatar

markles

31 May, 2018 07:39 PM

How do I transfer securities between accounts, please?

  1. 1 Posted by Stuart Beesley ... on 01 Jul, 2018 05:53 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    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. 2 Posted by markles on 01 Jul, 2018 11:51 AM

    markles's Avatar

    So it really can’t be done, and the only method is to fake a workaround?

    --
    Mark Adler

  3. 3 Posted by Stuart Beesley ... on 01 Jul, 2018 01:16 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I’m only a user, but yes I believe this is the only way to do it.

  4. System closed this discussion on 30 Sep, 2018 01:20 PM.

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