« Last post by ksakers on August 09, 2017, 08:53:49 PM »
This was a good suggestion, and I wish to share the outcome for the benefit of future readers. This action did transfer the security from the IRA portfolio to the 401(k) portfolio, as advertised. But what occurred in the real-life rollover transaction is that "security A" held in the IRA was sold, with the proceeds used to purchase "security B" in the 401(k). The transfer of value from "security A" to "security B", in addition to transferring from one portfolio to another (without realizing a gain or loss), is what I am trying to capture within IAM - not simply moving "security A" from one portfolio to another.