Moving transaction

[Mary Kennedy]

Well I did something a little too cute this year. Tried to take my RMD by transferring a stock from my IRA to my Brokerage account, rather than transferring cash. Now I can't figure out how to get FM to recognize the holding as in the brokerage account. It lists it as in my "Master Account" rather than in either the brokerage or the IRA. I can't find a way to edit the holding or to edit the transfer action itself.

[Mark]

Hi Mary Kennedy,

It sounds like the investment is located in the wrong sub-portfolio? If so, you can move it by clicking/dragging/dropping in the Portfolio Editor. For help on this, see the Portfolio Editor Tutorial.