How do I correct which account holds an investment?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → Edit
Open Edit Investments for the current account, then edit the holding. When Select Account is available, select the correct destination account, check the holding’s values and save. The holding is then assigned to the selected account. Review both accounts’ totals and target allocations afterwards.
This changes your current records; it does not schedule a future transfer.