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| You can close out an investment account in real life by transferring all its investments to another account. For example, this might happen if you have investments held in an account at a mutual fund company and want to move all the shares into your regular brokerage account. You use a special process to accomplish this operation in Money. To start the process, click the Investing link at the top of the Money window and then click the Portfolio tab. |
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| Click the Record a Special Activity link in the Common Tasks list at the left side of the screen, then click Transfer an Account in the menu that appears. |
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| Choose the Account from which you want to transfer holdings, then click Next.
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| Choose the Account to which you want to transfer holdings, specify the transfer date, then click Next. |
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United States
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