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Rollover bonds

Questions about updating prices or transactions in Fund Manager

Postby sbfree » Sat Dec 09, 2017 5:39 am

Hi:
I am rolling over a corporate retirement account to my IRA. I used the 'Transfer Between' function for the stocks which were held in both accounts but this doesn't seem to work for the bonds that are only held in the sending account. They do not appear on the list of available investments for the receiving account. Can you suggest a way to proceed moving individual bonds from one sub-portfolio to another?
Thanks,
scott
sbfree
 
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Postby Mark » Sat Dec 09, 2017 9:34 am

Hi Scott,

In the destination investment drop-down choose "<new investment...>" to create a new investment for your transferred shares.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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