Change investment portfolio

John Michelich's Avatar

John Michelich

08 Dec, 2018 12:08 AM

How can I change several stocks from one portfolio to a new one in another brokerage?

  1. Support Staff 1 Posted by Henry on 10 Dec, 2018 01:21 PM

    Henry's Avatar

    Hi John,

    Thank you for contacting us.
    I believe that currently the only way to do it is to enter a SellXfr in the source account and a Buy in the destination account. It is important to enter these transactions at the original purchase price so as not to change your cost basis.

    I have to confirm in advance that less than ideal as a method of transferring and we do have a suggestion ticket in our ticketing system regarding this, however it has not yet been implemented.

    Henry
    Infinite Kind Support

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