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Old 10-23-2005, 08:38 PM
Cal Learner-- MVP
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Default Re: transfer

In microsoft.public.money, SeaKan wrote:

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:v7fnl1tqb3qqig78pi6sbs644g39hfsbfl[at]4ax.com...
> > In microsoft.public.money, SeaKan wrote:
> > > > i want to move a mutual fund from one account to another. How do i do
> > > this?
> > > i have tried the transfer account command, but I still can't move the
> > > investment to a new investment. in fact, just the shares are transferred,
> > > not the price. any help?!?!
> > > > What happened? Did you change brokers?
> > > Did your mutual fund get merged with another fund?
> > > Did some of your shares change class?

> > same as earlier question.

> fund bought out by another fund. I did the
> split, then renamed it all. is that enough?


Change the symbol too.

  #1  
Old 10-23-2005, 08:23 PM
SeaKan
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Posts: n/a
Default Re: transfer


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:v7fnl1tqb3qqig78pi6sbs644g39hfsbfl[at]4ax.com...
- quote -

> In microsoft.public.money, SeaKan wrote:
> > i want to move a mutual fund from one account to another. How do i do
> > this?
> > i have tried the transfer account command, but I still can't move the
> > investment to a new investment. in fact, just the shares are transferred,
> > not the price. any help?!?!
> > What happened? Did you change brokers?

> Did your mutual fund get merged with another fund?
> Did some of your shares change class?

same as earlier question. fund bought out by another fund. I did the
split, then renamed it all. is that enough?


 
Old 10-23-2005, 04:42 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: transfer

In microsoft.public.money, SeaKan wrote:

- quote -

> i want to move a mutual fund from one account to another. How do i do this?
> i have tried the transfer account command, but I still can't move the
> investment to a new investment. in fact, just the shares are transferred,
> not the price. any help?!?!

What happened? Did you change brokers?

Did your mutual fund get merged with another fund?

Did some of your shares change class?

  #-1  
Old 10-23-2005, 04:35 PM
SeaKan
Guest
 
Posts: n/a
Default transfer

i want to move a mutual fund from one account to another. How do i do this?
i have tried the transfer account command, but I still can't move the
investment to a new investment. in fact, just the shares are transferred,
not the price. any help?!?!


 

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