Merging Investement Accounts

kengee's Avatar


16 May, 2020 05:05 PM

Up until now I have managed four investment accounts which were jointly owned with my late Wife. Two were Tax Free Savings Accounts. The other two were regular investment accounts. All four contained a range of different security types. With the passing of my
Wife, my investment adviser has suggested merging the two Tax Free accounts into one and likewise the two investment accounts.
Is there a simple way of merging the contents of these accounts. Possibly carrying out some post editing. Or do I have to laboriously reenter the individual items of one account into the other to achieve a consolidated result?

  1. System closed this discussion on 15 Aug, 2020 05:10 PM.

Comments are currently closed for this discussion. You can start a new one.

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