Transfer portfolio from one ID to another. How do I do it?

Question

All of my portfolios are on Yahoo Finance. However, the yahoo ID is now too spammy and I want to migrate the portfolio to a new ID. How do I do it?

Answer 1

1. Click on Edit to the right of the of first portfolio's name.

2. Under Step 2:, there is a window with stock symbols (under Symbols).

3. Highlight all the symbols.

4. Right-click your mouse, then left click Copy in the little Windows window that comes up.

5. Log off the first Yahoo ID and log into the second Yahoo ID.

6. Navigate to the same window (Edit > Step 2: > Symbols)

7. Paste your symbols into the window.

8. Click Finished (scroll down) to save.