Transferring Funds between Institutions

Peter's Avatar


11 Feb, 2024 05:54 PM

I hold a number of funds at one ISA fund manager but I am switching them to a different ISA manager.

How do I do this cleanly in Moneydance other than adding to the new fund manager (which doesn't switch the fund holding, it simply shows the fund without the number of units)?

  1. 1 Posted by Peter on 11 Feb, 2024 06:07 PM

    Peter's Avatar

    I have just sen the sanswer from th ransferring Shares between investment accounts thread from Jan

  2. 2 Posted by Peter on 11 Feb, 2024 06:08 PM

    Peter's Avatar

    I have just seen the answer from the Transferring Shares between Investment Accounts thread from Jan

  3. 3 Posted by Stuart Beesley ... on 11 Feb, 2024 06:43 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You have to SellXfr at the cost basis, and Buy in the new account at the same cost basis

  4. 4 Posted by Peter Paterson on 12 Feb, 2024 12:39 PM

    Peter Paterson's Avatar

    Many thanks, Stuart.

    Best Regards
    Peter Paterson
    07590 114648

  5. Maddy closed this discussion on 12 Feb, 2024 04:58 PM.

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