In this tutorial, we will explain how you can transfer mutual fund assets to a different portfolio in MProfit.
Please follow the steps below:
Step 1: Login to your MProfit account and right-click on the mutual fund you want to transfer to another portfolio.
Step 2: Next, click the Advanced option from the drop-down menu.
Step 3: Now, click Transfer Asset to another Portfolio.
Step 4: Enter the Date and select the portfolio from the drop-down to which you want to transfer your mutual fund.
Step 5: Enter the Quantity.
Step 6: Finally, click Save.
Step 7: A confirmation prompt will appear. Click Yes.
This is how you can seamlessly transfer mutual fund assets to another portfolio in MProfit!
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