Move investments
This option is used to move investments between funds. The window is a two page tab dialog box and is used as follows:
Investments tab
In this view all securities will be displayed, in code order, and the Fund number will be displayed at the end of the security description in the format (xxx), where xxx is the Fund number.
Please note: If the Move investments option is selected from within the Investments tab on the Client menu and if you have logged into a Fund, via the Fund button on the Client menu, then the securities for that fund will be displayed, in code order. If no Fund has been selected then all securities will be displayed as above.
Select the securities which you wish to move by highlighting them. The following selection options are available:
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Select an individual entry (click on th entry).
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Select a number of individual entries (select entries by holding the CTRL key down and left clicking on the row)
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Select a range of entries (select the first item in the range by clicking on it, scroll down to the end of the range, hold down the shift key and left click on the last item in the range)
When all the required securities have been selected click on the New Fund tab.
New Fund tab
The available funds are displayed in this tab.
Highlight the Fund to which you wish to move the securities to and then click on the OK button.