In this tutorial, we will explain how you can transfer insurance assets to another portfolio in MProfit.
Follow the steps below:
Step 1: Login to your MProfit account and right-click on the asset.
Step 2: Select Advanced from the drop-down menu.
Then select Transfer Asset to another Portfolio.
Step 3: Specify the Date of transfer.
Select the desired Portfolio from the drop-down list.
Then click Save.
Step 4: A confirmation prompt will appear. Click Yes.
This is how you can seamlessly transfer insurance assets to another portfolio in MProfit!
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