Exchange securities within one Security Account

Might be something I overlooked but is there a way to “exchange” funds within one security with only one transaction?

For instance, I have an IRA that I can sell/exchange funds directly into another security without having to move it to another account first (they may do that on their end- no idea.)

Is there a way to replicate this kind of functionality all in one transaction in Portfolio Performance or will I first have to sell the one ETF and put the money into my Deposit Account and then make another transaction to buy the new ETF?

Not a huge deal either way but if I can knock it out all at once that’d be preferable of course.

No there is no such feature. You have to sell it first and then buy the new one.

Ok, no worries. Thank you!