Move portfolio from one account to another Home & Business

wsyoung
wsyoung Member Posts: 2 ✭
in Personal Plus and Home & Business

Hi - can I move all data from one portfolio to another separate account? That is, if I have several portfolios in one account in Home & Business and I want to extract one portfolio and then move to another separate account, how do I transfer all that data?

Thank you

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  • wsyoung
    wsyoung Member Posts: 2 ✭

    Maybe a better explanation is that I want to move an investment account from one file to another file to keep them separate and individual. I tried to copy what I think is an account to another file but I think it copies the whole file. I just want the portfolio copied.

    Thank you

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