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.