Transfer between investment managers

karigg's Avatar


17 Oct, 2021 01:12 PM

How do I transfer investments from one investment manager to a new investment manager

  1. 1 Posted by Stuart Beesley ... on 17 Oct, 2021 05:00 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    The Toolbox extension has a feature (in Security Tools) to merge investment accounts... This will move all txns from one account and merge it into the target account... Is this what you want to do? Presumable the new (target) account already has transactions in it..?

    Always backup first!!

    (not support, just a fellow user)

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