Transferring a security

Michael L. Costa's Avatar

Michael L. Costa

20 Jan, 2016 10:34 PM

How can i transfer a security from one account to another?

  1. Support Staff 1 Posted by Jenny on 21 Jan, 2016 03:15 PM

    Jenny's Avatar

    Hi Michael,

    I am afraid it is not possible to do a transfer of securities from one investment account to another. I believe the only way to do this is to enter a SellXfr in the source account and a Buy in the destination account. However it is important to enter these transactions at the original purchase price so as not to change your cost basis.

    Infinite Kind Support

  2. System closed this discussion on 21 Apr, 2016 03:20 PM.

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