Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Transfer one fund to another

[ Message Board ] [ Archives ] [ Search ]

Posted by John Gillen on June 15, 2007 at 15:24:41:

I need to transfer a MF account from one manager to another. For example, AVLBX from WM Funds to Equity. The balance in shares and funds remains the same, just a different manager.

What are the appropriate steps in FM to accomplish this?

Thanks



Replies:


 

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy