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

This is an annuity account without download capability.

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription
  • psmith
    psmith Member ✭✭
    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.