starting positions & security transfers
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Posted by Cathy P on September 03, 2007 at 11:58:23:
Hello, I am setting up a new portfolio for Morgan Stanley brokerage account I opened at the beginning of this year. I tried to set it up in FM with "New Portfolio Wizard" but it didn't give me an option to create a default cash account - the only option was to pick one from a list and since it's a new account it says "none". So I used "New-SubPortfolio" which allowed me to create the cash account, and when I retrieved my transactions, it only went back to FEb 15, not the first of the year. So I tried to enter those transactions manually - which include the initial transfer of stock into the account, but I couldn't see a way to do that without affecting the Cash account. How do I enter an initial position or transfer in of stock? Also, I would like to be able to transfer a stock position out of this account and into another brokerage account (a different sub-portfolio) while preserving the stock's history in the original account. How do I perform and transfer out and then into another portfolio?
Thanks,
Cathy
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