How can I transfer my Insurance asset from one portfolio to another in MProfit?

Modified on Mon, 27 May 2024 at 07:20 PM


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.


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Step 2: Select Advanced from the drop-down menu.


Then select Transfer Asset to another Portfolio.


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Step 3: Specify the Date of transfer. 


Select the desired Portfolio from the drop-down list.


Then click Save.


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Step 4: A confirmation prompt will appear. Click Yes.


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

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