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Old 04-02-2005, 02:35 AM
Cal Learner-- MVP
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Default Re: Can't Transfer Options

In microsoft.public.money, songli wrote:

- quote -

> I have Money 2004 Deluxe on WinXP Pro.
> I moved an investment acct from one broker to another. The acct had cash,
> stocks, and call options.
> In Money, I used "transfer out" to move stocks and cash.
> But there is no "transfer out" for the call options.
> 1 - why no option to transfer out the options


I don't know.

- quote -

> 2 - Any straight-forward way to get them from the old acct to the new?

One workaround would be to restore a backup from before you did the
TransferOut operations. Remove online access to that account if
applicable. Change the name of the account and the Financial
Institution and other details of the account.


  #-1  
Old 04-02-2005, 02:05 AM
songli
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Default Can't Transfer Options

I have Money 2004 Deluxe on WinXP Pro.

I moved an investment acct from one broker to another. The acct had cash,
stocks, and call options.

In Money, I used "transfer out" to move stocks and cash.

But there is no "transfer out" for the call options.

1 - why no option to transfer out the options
2 - Any straight-forward way to get them from the old acct to the new?

Thanks


 

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options, transfer
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