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How do I convert a Watch List portfolio into a Transaction portfolio and vice versa?

April 26, 2017convert list portfolio transaction versa WATCH

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How do I convert a Watch List portfolio into a Transaction portfolio and vice versa?

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Find “Organize Portfolio” in the top navigation bar of Portfolio Manager. Roll your mouse over the icons and you will see the name change to “Combine.” Click on that icon to go to the Combine/Delete page. Follow the instructions on that page.