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To transfer a security to another entity manually:

  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Interportfolio Transfer in the Start Search text box.
  3. Click the Interportfolio Transfer (Accounting Center) link to access the panel. In Accounting Center, in the left navigation pane, click Transactions Transfers > Manual Interportfolio Transfer > Run Interportfolio Transfer
    You see the Run Interportfolio Transfer panel.
  4. Complete the options in the Run Interportfolio Transfer panel.
  5. Click Submit.
    You have transferred a single security from one entity to another entity.Close the

Run Interportfolio Transfer

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Panel Options

The following are the options in the Run Interportfolio Transfer panel.

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