Having a problem doing simple one-for-one transfer of shares. 100 X shares are converting into 100 Y shares within the same sub-portfolio. (I have used Transfer Between two sub-portfolios and it worked fine.) Any suggestions? Thanks.
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Transfer Between
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Having a problem doing simple one-for-one transfer of shares. 100 X shares are converting into 100 Y shares within the same sub-portfolio. (I have used Transfer Between two sub-portfolios and it worked fine.) Any suggestions? Thanks.
I get it, I exceeded the maximum number of investments. Closed an old investment and the transfer worked great.
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