How can I transfer Mutual Fund assets from one portfolio to another in MProfit?

Modified on Thu, 23 May 2024 at 07:52 PM


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.


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Step 2:  Next, click the Advanced option from the drop-down menu.


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Step 3:  Now, click Transfer Asset to another Portfolio


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Step 4: Enter the Date and select the portfolio from the drop-down to which you want to transfer your mutual fund.


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Step 5: Enter the Quantity


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Step 6: Finally, click Save


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Step 7: A confirmation prompt will appear. Click Yes


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This is how you can seamlessly transfer mutual fund assets to another portfolio in MProfit!

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