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An interportfolio transfer (IPT) is the transfer of positions and/or lots from one entity to another entity or entities. Eagle's Accounting solution provides several ways for you to transfer entity information.

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Product Guide PDF Excerpt
Product Guide PDF Excerpt
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 For the most up to date information about interportolio transfers, see Manage Portfolio Transfers.

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nameInterportfolio Transfers Quick Reference Guide 2015.pdf
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