Transfer shares to another money dance account

Michael Costa's Avatar

Michael Costa

30 Jan, 2016 05:56 PM

What is the appropriate way to transfer shares between investment accounts?

  1. 1 Posted by Ben Spencer on 30 Jan, 2016 08:01 PM

    Ben Spencer's Avatar

    It is not possible to directly transfer shares between accounts. The only solution is to enter a SellXfr in the source account selecting the destination account in the "Transfer" field. This sell should be made at the original purchase price to retain cost basis. Then enter a Buy in the destination account at the same price.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on 30 Apr, 2016 08:10 PM.

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