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How to transfer investments from one account to another? (edit)

sollmans

I am closing one set of accounts (business) and moving them to my trust account. Cash is an easy transfer, but I am struggling to move investments from one to the other. What I have come up with is basically entering a sell transaction on one side and a buy transaction on the other side. Any body have a better solution?

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q_lurker

Use the Shares Transferred function from the Enter transactions button in the Business account.

q_lurker

Two more points:

Backup First, and

That assumes the basis and acquisition dates also transfer as the shares transfer from Business to Trust. I am not tax-savvy enough to know if that is correct or not.

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