Transferring Funds between Institutions
I hold a number of funds at one ISA fund manager but I am switching them to a different ISA manager.
How do I do this cleanly in Moneydance other than adding to the new fund manager (which doesn't switch the fund holding, it simply shows the fund without the number of units)?
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1 Posted by Peter on 11 Feb, 2024 06:07 PM
I have just sen the sanswer from th ransferring Shares between investment accounts thread from Jan
2 Posted by Peter on 11 Feb, 2024 06:08 PM
I have just seen the answer from the Transferring Shares between Investment Accounts thread from Jan
3 Posted by Stuart Beesley ... on 11 Feb, 2024 06:43 PM
You have to SellXfr at the cost basis, and Buy in the new account at the same cost basis
4 Posted by Peter Paterson on 12 Feb, 2024 12:39 PM
Many thanks, Stuart.
Best Regards
Peter Paterson
07590 114648
Maddy closed this discussion on 12 Feb, 2024 04:58 PM.