Re: Transfer one fund to another

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Posted by Mark on June 15, 2007 at 16:46:41:

In Reply to: Transfer one fund to another 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

Hi John,

If you aren't changing what you own, there isn't anything you need to do in the investment. Maybe you want to move the location of the investment file from one sub-portfolio to another, if you have different sub-portfolios for each manager. You can do this in the Portfolio Editor by just drag and drop.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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