How to transfer assets between accounts?

Requirements:

• Access to client platform

Instructions

1. Under 'Main Menu', navigate to 'Accounts'.
2. Under 'Account Actions' on the bottom part of the page, select 'Transfer Asset' (https://platform.titanwealthsolutions.com/manage/accounts/transfer/asset).
3. On the 'Transfer Asset' page, you will see the fields that need to be filled out to complete the transfer.
4. Once done, click on the 'Transfer Now' button on the bottom right of the page.

 

 

Error in Transferring

You might encounter an error which says "No quote exists for DD/MM/YYYY". In cases like that, we need to provide a price for the asset as of the transfer date. The price can be added under Market Data > [ISIN] > Price History.

 

 

Note: Change of Beneficial Ownership (COB), transfer of assets between accounts with different beneficiaries, is being done the same way on the platform.

 

Reference:

Titan Support | RE: Setting up COB Transfers in P1 UAT.

Titan Support | RE: Priority Two - unable to Transfer Asset from one account to another