How do I transfer shares from one investment account to another?

Legacy KB ID: 2785

Question

Answer

To transfer shares from one Investment account to another:

1) Select the Finance menu and click Account List.

In the list, select the investment account in which the shares are held and click Open. RA Personal will open the relevant account window. If the account register is not displayed, click the Register tab at the bottom left of the account window.

2) From the investment account register, click the Easy Actions button, choose the Advanced option and then select Transfer Shares Between Accounts.

Fill out this transaction entering the security name, number of shares and the account to transfer the shares to.

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How do I transfer shares from one investment account to another?

Question

Answer

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