What does Copy/Merge Accounts do?
Where to find it: ACCOUNTS and INVESTMENTS
Open ACCOUNTS and INVESTMENTS and select Copy/Merge Accounts. Select the source accounts to combine their holdings into a MOCK account. This creates a portfolio for analysis; it does not transfer money between your real accounts or merge them in the TIME MACHINE.
Holdings with exactly the same name are combined: their shares, values and book values are added. Cash holdings of the same currency are combined too. Review the resulting yields and fees, because one source holding supplies those settings when identical names are merged.
You can set allocation targets on the MOCK account and obtain a rebalancing calculation for the combined portfolio. That calculation treats it as one account. It does not preserve the original account boundaries, contribution room, spouse ownership or tax consequences of moving assets between them.
MOCK accounts are excluded from TIME MACHINE projections. Use this tool to explore a portfolio, then assess any proposed changes against the accounts where the assets are actually held.