How to transfer mutual fund assets to another portfolio

Modified on Sun, 13 Sep 2020 at 09:03 PM

Suppose if you want to transfer some of your mutual fund assets to another portfolio , here are the steps you need to follow.


1) Right click on mutual fund name. Next, select Advanced and click on 'Transfer Asset to another portfolio'.



2. Next, you need to select a portfolio in which you want to transfer Mutual fund assets, enter quantity and click on save the record.  


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