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.
-
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