Why is there no option to move an investment to Asset Pool?
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?
Navigate to Fund level > Investments > Maintain Asset Pools
- Click on Add to Asset Pool Structure
- This will create a new pool structure but copy the previous asset pool structure
- Click on Holding Accounts tab
- Tick the investment purchased during year
- Click on Move Selected
- Choose the pool you want this investment to go to