xfr Shares

Martin Alper's Avatar

Martin Alper

07 Dec, 2021 09:27 PM

How do you transfer share from one account to another, keeping all the history.

  1. 1 Posted by dwg on 07 Dec, 2021 09:39 PM

    dwg's Avatar

    I'm a fellow user.

    With the Toolbox extension you can transfer all transactions from one Investment account to another but there is no way of just transferring some transactions, it is all or nothing.

    You cannot just transfer the share holding and the history since buys and sells also involve funds and there could be transactions other than BuyXfr and SellXfr or even DivReinv that are involved with these funds.

  2. System closed this discussion on 08 Mar, 2022 09:40 PM.

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