Partial transfer of holdings between portfolios? (employee share scheme)

Does a “transfer” mechanism exist in SS, and in my case a partial transfer?

I’m in an an employee share purchase scheme and as a result of “transferring out” vested components, have holdings in both the employee plan (bought + unvested) and personal (plan bought + plan vested).

I took a punt that a matched sale/buy between the account would do the trick. Which it does for dividend reconciliations, which was my original motivation while getting eofy tax stuff sorted. But a short while later I realised I’d then created a capital gains mess.

Fingers cross, and thanks in advance,
Jeff.

Hi @JeffP,

Thanks for your post.

Please send details of your portfolio and the holding(s) in question to our support team using support@sharesight.com and they will be able to help you out with this.

Thanks for choosing Sharesight,