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How do I transfer cash into a USD investment account to buy some shares in Personal Plus 2018

David MDavid M Member Posts: 75
edited January 2018 in Accounts Personal Range

Comments

  • David MDavid M Member Posts: 75
    edited January 2018
    Is there a better method than treating the purchase as two separate transactions? One from the existing USD that are already there, and the second from the new cash to be transferred.
  • ShakirShakir Alumni Posts: 82
    edited January 2018
    Hi David, thanks for reaching out to us.

    To buy shares from another account -

    Enter a 'Buy - Shares Bought' transaction in the Investment account and under ' Use Cash For this transaction' - check From and select the account from which you want to use the cash.

    image

    Hope it helps.

    Regards
    Shakir
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