Page 2a: Selection of parameters

On this page, select the object type for transferring the portfolio data - from owner, custody account or portfolio. The latter means that portfolio data from the previous portfolios is migrated to the new portfolios. The "deleted portfolios" are restored.

In addition, the checkbox "Supplement securities account data with holder data" or "Supplement portfolio data with holder data" can be activated (if a securities account or portfolio has been selected). The data from the holder then supplements the data from the custody account and portfolio. This applies to the fields listed at the end of the section Which master data will be migrated? that were not previously available in the securities account or portfolio.

Asset allocation holders are always migrated according to the rules known from the s. The selection of parameters does not play a role here.

Then select the "Next" button.