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Extensible Markup Language  |  2003-06-18  |  2KB  |  39 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="288360" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Transfer investments to another account</title><category>investing</category><klink type="prcdr">How do I transfer investments to another account?</klink></index>
  4.     <content>
  5.         <extend>
  6.             <tease>Why?</tease>
  7.             <reveal>
  8.                 <p>When you move investments from one brokerage firm to another, you can move your investments without losing information or reentering transactions.</p>
  9.             </reveal>
  10.         </extend>
  11.         <ol>
  12.             <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  13.             <li>In the left pane, click <emph>Record a special activity</emph>, and then click <emph>Transfer an Account</emph>.</li>
  14.             <li>Follow the instructions on the screen.</li>
  15.         </ol>
  16.         <p><emph>Notes</emph></p>
  17.         <ul>
  18.             <li>After you've transferred an account, you can edit or delete individual transactions or simply transfer the entire account back to the original account.</li>
  19.             <li>Options cannot be automatically trasferred to another account in Money. To transfer an option, delete the option in the old account and reenter it in the new account.</li>
  20.         </ul>
  21.     </content>
  22.     <footer>
  23.         <extend>
  24.             <tease>I closed my old account when I transferred its investments to another investment account. How do I see the closed account now?</tease>
  25.             <reveal>
  26.                 <ol>
  27.                     <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  28.                     <li>In the left pane, click <emph>See a different view</emph>, and then click <emph>Show closed positions</emph>.</li>
  29.                     <li>Near the top of the page, click <emph>Accounts</emph>.</li>
  30.                     <li>Click the closed account to view the transactions.</li>
  31.                 </ol>
  32.                 <p variant="note">Closed accounts are listed in gray and marked as closed.</p>
  33.             </reveal>
  34.         </extend>
  35.         <include href="TransferAnInvestmentTransactionToADifferentAccount.xml#xpointer(*/index/klink)"/>
  36.         <include href="enterastockormutualfundpurchasesaleorotheractivity.xml#xpointer(*/index/klink)"/>
  37.     </footer>
  38. </topic>
  39.