Transfer funds between Portfolios

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Hello

Is it possible to transfer funds between accounts? I am in the process of moving funds out of one brokerage account and I would like to move funds out of the deprecated brokerage account without closing the account in AIV so that the historical data remains visible. Is this possible?

Many thanks!

3 Votes

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BTFD2024 Dec 30, 2024 10:45

Thank you very much!
ralv Dec 23, 2024 17:20

Hi,
You can transfer the transactions to another portfolio by selecting the transactions and clicking 'Transfter' button, you can do so in bulk:
https://www.allinvestview.com/view_stocks/

Let me know if this suits your needs!

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Transfer funds between Portfolios

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