Transferring cash between brokerage accounts

stepperheimer's Avatar


13 Aug, 2017 04:07 PM

I'm trying to transfer cash between to brokerage accounts (not intuitive). My account shows a set amount of cash. When I select (Xfr) the Category entry is grey and unable to select an account to transfer to. What is going on here? I thought to transfer between accounts you selected the account to transfer to via the Category entry.

  1. 1 Posted by -Kevin N. on 13 Aug, 2017 08:38 PM

    -Kevin N.'s Avatar

    Hi stepperheimer,

    The investment account 'Register' provides a designated 'Transfer' field. This is likely a requirement of how investment account transaction are actually split transactions between the Category and the Security. Just my hunch.

    I suppose that you could use the investment account's 'Bank Register' if you wanted to use the 'Category' field to enter a transfer. I've never really used the 'Bank Register' though.

    -Kevin N.
    (not a member of MD support)

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