How do I enter dividend reinvestment transactions between mutual funds? DIVX no longer works.

vmeggy · September 2019

I used to use DIVX to enter reinvested dividend transactions and transfer the funds to another mutual fund for reinvestment. How do I accomplish this manually since DIVX doesn't work now when transferring to a mutual fund?

Jim_Harman · September 2019

And if they are both single mutual fund accounts, you can't do this because neither account can hold cash. Unless there is some reason you must have SMF accounts, convert one or both to a brokerage account.

Bob_L · September 2019

If the fund to be reinvested is in the same account, just do a div with the cash staying in the account. Then do a buy of the target fund.

if the fund is in another account choose it as the cash destination and then do a buy in the other account.

Jim_Harman · September 2019

And if they are both single mutual fund accounts, you can't do this because neither account can hold cash. Unless there is some reason you must have SMF accounts, convert one or both to a brokerage account.

How do I enter dividend reinvestment transactions between mutual funds? DIVX no longer works.

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