Transfer a investment to another account
I Want to transfer a investment to a different account without "selling" on money dance.
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1 Posted by Stuart Beesley ... on 15 Jun, 2023 05:36 PM
1. Sell, Xfr, buy… which you don’t want to do
Or
2. Use toolbox. Move investment transactions feature. Move all the txns relating to that security to the new account.
System closed this discussion on 14 Sep, 2023 05:40 PM.