Interportfolio Transfers Quick Reference Guide 2015

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.

To view the content of the PDF, click the thumbnail below. The book opens in the PDF viewer. To search the document for specific terms or concepts, we recommend that you download the PDF. For the most up to date information about interportolio transfers, see Manage Portfolio Transfers.