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Subject Author Date
Record proceeds to ..... Jeff 07-18-2006
Posted by John Pollard on July 19, 2006, 5:46 pm
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> BTW, in a sell transaction, sometimes the "Record Proceeds to"
> box is available to use and sometimes it is grayed out and not
> available. Is there a rationale to this?
>

I'm not sure I can think of a situation when the entire box is
grayed out; but the "To this account's cash balance" is
unavailable in Single Mutual Fund accounts, and the drop down
account to transfer to is unavailable in an investment account
with a linked cash account, and the entire "To" button and the
drop-down are unavailable in IRA accounts (in Q2006 Premier, R4
... a condition which I think is unintended).



Posted by Jeff on July 19, 2006, 6:42 pm
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 John Pollard wrote:
>
>> BTW, in a sell transaction, sometimes the "Record Proceeds to"
>> box is available to use and sometimes it is grayed out and not
>> available. Is there a rationale to this?
>>
>
> I'm not sure I can think of a situation when the entire box is
> grayed out; but the "To this account's cash balance" is
> unavailable in Single Mutual Fund accounts, and the drop down
> account to transfer to is unavailable in an investment account
> with a linked cash account, and the entire "To" button and the
> drop-down are unavailable in IRA accounts (in Q2006 Premier, R4
> ... a condition which I think is unintended).

Thank you. I think it may have been in my IRA accounts.

Jeff



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