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

danburnes

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

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Accepted answers

UKR

There is ... sort of ...

Just use the Enter Transactions button, scroll down to Cash Transferred into Account or Cash Transferred out of Account. Select the one you need and fill out the Enter Transaction form.

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Jim_Harman

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.

UKR

There is ... sort of ...

Just use the Enter Transactions button, scroll down to Cash Transferred into Account or Cash Transferred out of Account. Select the one you need and fill out the Enter Transaction form.

danburnes

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

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.