How can I transfer traded bonds from one portfolio to another in MProfit?

Modified on Mon, 27 May 2024 at 07:14 PM


In this tutorial, we will explain how you can transfer Traded Bond assets to another portfolio in MProfit.


This feature enables you to transfer your bond assets from one portfolio to another, for instance, for gifting or transferring between demat accounts. Here's how:


Step 1:  Login to your MProfit account and right-click the desired traded bond asset you wish to transfer.


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Step 2:  Now, click Advanced from the drop-down list.


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Step 3: Then click Transfer Asset to another Portfolio.


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Step 4: Now, enter the desired Date


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Step 5: Select the Portfolio to which you want to transfer the asset from the drop-down list.

 

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Step 6: Enter the Quantity, then 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 Traded Bond assets to another portfolio in MProfit!


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