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Portfolio Migration Assistant

Use the Portfolio Migration Assistant to carry out the migration. The wizard guides you through the migration process and contains detailed help texts. Follow the instructions of the Portfolio Migration Wizard.

Siehe auch:

Start Portfolio Migration Assistant
Page 1: Entry with explanation
Page 2a: Selection of parameters
Page 2b: Selection of parameters
Page 3: Security query
Page 4: Migration
Page 5: Conflicts
Page 6: Customize user-defined fields
Page 7: Exit Portfolio Migration Assistant
Cancel Portfolio Migration Assistant


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