Versions Compared

Key

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

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.

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

View file
nameInterportfolio Transfers Quick Reference Guide 2015.pdf