How can you transfer shares from one security to another security that are in the same account?

psmith

This is an annuity account without download capability.

Jim_Harman

First click on the gear at the top right of the account page and select Edit account details. Make sure the Single Mutual Fund option is not selected.

Then go to Tools > Security List and add the new security.

Then Sell all the shares of the old security and Buy the correct number of shares of the new one with the proceeds.

Jim_Harman

First click on the gear at the top right of the account page and select Edit account details. Make sure the Single Mutual Fund option is not selected.

Then go to Tools > Security List and add the new security.

Then Sell all the shares of the old security and Buy the correct number of shares of the new one with the proceeds.

psmith

Thanks. Since the vendor did not have a cash account, I was not sure your method would work. It does and shows it as a transfer e.g.: SoldX and BoughtX. Thanks again, Jim.