Issue

Why is there no option to move an investment to Asset Pool?

Background

There is an investment pool already in place. In the current FY, a new investment was purchased and I need to move it from the Default Pool to the Pension Pool . When I try to do this, the edit and move option is not appearing under Holding Accounts. How can I move the asset?

Resolution

Navigate to Fund level > Investments > Maintain Asset Pools

1. Click on Add to Asset Pool Structure
   
   
2. This will create a new pool structure but copy the previous asset pool structure
3. Click on Holding Accounts tab
4. Tick the investment purchased during year
5. Click on Move Selected
   
   
6. Choose the pool you want this investment to go to