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Transfer Custody Quantity within an Account
Eagle's Accounting solution provides several ways for you to transfer entity information. You can use an interportfolio transfer (IPT) to transfer positions and/or lots from one entity to another entity or entities. You can use an intraportfolio transfer to transfer cash and custody quantity within an entity.

  • About Portfolio Transfers
  • Run an Interportfolio Transfer for a Position
  • Run an Interest Rate Swap Transfer for a Position

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