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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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Manual Interportfolio Transfers
You can manually transfer a position and/or lots from a single security from one entity to another entity using the Interportfolio Transfer panel. After you submit the Interportfolio Transfer panel, the system transfers the position and/or lots. See the Perform an Interportfolio Transfer for a Position section for more information.
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