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To transfer a security to another entity manually:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Interportfolio Transfer in the Start Search text box.
- 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. - Complete the options in the Run Interportfolio Transfer panel.
- 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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