Hi Mark, reading the history(msg board) of moving investments from brokerages but just want to confirm the best and latest method.
Brokerage_A > Brokerage_B
Unique investments, drag and drop(Don't need to maintain historic performance etc in Brokerage_A)
Duplicate Investments, Copy transactions from Brokerage_A and Paste in Brokerage_B
I've read about the transfer function and am not sure it is applicable.