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How do I move securities?

System

This discussion was created from comments split from: Wrong security linked with investment account after upgrade.

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Leslie Jones

I upgraded from Mac Q2007 to Mac Q2019. In several Brokerage portfolios there are securities that belong in a different portfolio. How do I move these to where they belong?

jacobs

Add a transaction in your investment account that contains the security you want to mover and select Transfer Shares in the transaction type to start the process or click on the Transfer Shares button in the Remove Shares form.

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