Transfer a investment to another account

kalman's Avatar


15 Jun, 2023 05:05 PM

I Want to transfer a investment to a different account without "selling" on money dance.

  1. 1 Posted by Stuart Beesley ... on 15 Jun, 2023 05:36 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    1. Sell, Xfr, buy… which you don’t want to do


    2. Use toolbox. Move investment transactions feature. Move all the txns relating to that security to the new account.

  2. System closed this discussion on 14 Sep, 2023 05:40 PM.

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