<title>Remove shares from an investment account</title>
<category>investing</category>
<klink type="prcdr">How do I remove shares from an investment account?</klink>
</index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>Use the <emph>Remove Shares</emph> option only if you give shares away with no <glossary>capital gain</glossary> or loss or if you need to adjust your records to match your brokerage statement. If you sell the investment, enter a sell (not a remove shares) transaction.</p>
</reveal>
</extend>
<ol>
<li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
<li>Click the investment account.</li>
<li>Click <emph>New</emph>.</li>
<li>Enter the details of the transaction.</li>
<li>In the <emph>Activity</emph> box, click <emph>Remove Shares</emph>.</li>
<li>Click <emph>Enter</emph>.</li>
</ol>
<p variant="note">Removing shares from an investment account with the <emph>Remove Shares</emph> option doesn't cause a gain or loss in any investment or tax reports.</p>