Cross-holder securities account transfer

With the "Cross-holder securities account transfers" add-on, you can carry out transfers between holders while keeping the purchase prices.

If you licensed and activated the add-on, you can enable or disable the automatic transfer during the import in the bank-specific settings ("Import" tab, "Transaction data" tab).

If this feature is enabled, transactions imported into a securities account but to be settled on an account of another holder are first posted to an account of the securities account holder and then automatically transferred to the specified (target) account.

For more information, see "Transaction data" tab.