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Transactions to exchange currency
GBiasini
May 2025
in
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My broker will often transfer currency from a CAD portfolio to a USD portfolio or vice-versa. Is it a best practice to use Withdraw/Deposit to show the transactions or SymbolTransferOut/SymbolTransferIn?
Thanks.
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VidasMatelis
June 2025
My understanding is that your broker is transferring cash, so you should be using Withdraw/Deposit transactions.
GBiasini
June 2025
Thanks Vidas. I appreciate your help.
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