merging investment transactions

jamkb's Avatar


19 Jan, 2023 01:36 AM

I have two (2) identical Bond Funds in the same investment account (do not know how this happened). They both contain different transactions, however together they contain the correct transactions. How can I merge the two so the portfolio contains only one bond fund?

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac