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Why can I not find a transfer button when I am in an Investment account trying to transfer money.

can I not find a transfer button when I am in an Investment account trying to transfer money.

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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Click on Enter Transactions at the top of the investment account and scroll down to the Cash Transferred transactions.

    If you have set the account up with a linked checking account, the cash is shown there and you initiate transfers from that account.
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  • That works in all but two of my accounts. In those which are plain investment accounts, the cash transfer buttons do not appear. Have I set them up incorrectly?
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Are the problem accounts set up as "Single mutual fund" accounts? These can only hold one mutual fund and not cash. Every Buy or Sell includes a transfer from/to another account.

    Another possibility would be that as I mentioned earlier the accounts are set up with linked checking accounts.
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