Move holdings

You can move one or multiple holdings from one investor to another investor. Note that in order to move a holding:

• The target investor’s holding/s must have the same FATCA/CRS requirements as the holding being moved in order to be able to merge them.
• A holding can't be moved to an investor who already has a holding of the same security.

To move a holding:

1. From the menu, go to Investors, then click All investors to go to the Investors list.
2. Tick the checkbox of the holding or holdings you want to move.
3. From the Actions dropdown at the top of the table, choose Move <x> holding/s to another account.
4. On the Move holding/s screen, under To, select the investor to which you want to move the holding.
5. Click Move holdings.