Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.


In this section

Child pages (Children Display)