How can I pass an entry as a Gift for my Insurance assets in MProfit?

Modified on Thu, 20 Jun at 12:31 AM

In this tutorial, we will explain how you can pass an entry as a Gift for your Insurance assets 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: Mention the Date of transfer.


Step 4: For Portfolio, select Other / Gift from the drop-down menu.


Step 5: Now, click Save


Step 6: A confirmation prompt will appear; click Yes.


Please remember that this asset will not be visible anywhere else; only the record of the asset being transferred out will be kept. 

When 'Gift' is chosen, there is no specified destination for the asset. 

If you need to reverse the action, you can simply delete the entry from the source portfolio.

This is how you can seamlessly pass an entry as a Gift for your Insurance assets in MProfit!

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