Move holdings

You can move one or multiple holdings from one holder to another holder. Note that a holding can't be moved to a holder 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.