Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

New cash account - changing brokers

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Clarke on January 14, 2001 at 08:52:00:

What's the best way to change the cash account to a new broker or fund? If I pick a new account for the cash account from the list, how can I select the date it becomes affective? What if I already have some transactions recorded that went into the old, wrong cash account?

Clarke


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy