Delecting or Moving Investment Files

[JDC]

I am just setting this up and I created two master portfolios for two unrelated entities. Somehow I have a couple of investments in one portfolio that are supposed to be in the other one. These are each Master portfolios not subs. So far the only instructions that I can find deal with moving/copying investments between subs. I need to get these from one master to another or at least delete them from the master they are in now.

What can I do?

Thanks.

[Mark]

Hi JDC,

You'll want to "close" the investment out of one master, and "open" it in the other. Just right mouse click on the investment, and choose "Close". In the desired master portfolio, choose "File / Open Investment...".