Last updated: 2025-12-02
SmartInvestments - Other Investment Position Management Features
SmartInvestments - Other Investment Position Management Features
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The link for this help topic is:
In this Topic ShowHide)
- Relinking a Position to Another Account
- Clearing the Tax-Deferred Status for One or More Positions
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Investment Position Notes
Position notes are SmartPad
notes specifically related to an investment position.
To view position notes:
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[Search
for and select and investment position](/help/pro/smartinvestments/-/searching/for/investment/positions).
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Select Menu > View Investment Position Notes.
To create position notes:
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[Search
for and select and investment position](/help/pro/smartinvestments/-/searching/for/investment/positions).
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Select Menu > New Investment Position Note to
open the New Investment Position Note dialog box.
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Enter the content of the note in the Notes area.
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Click the Save button
to save the note and continue editing it.
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When finished, click the OK
button.
Relinking a Position to Another Account
This feature applies to positions that are already linked to an account.
Note: Positions linked to
variable annuity subaccounts cannot be relinked.
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From any list of investment positions that are linked to accounts,
tag one or more positions to be relinked.
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Select Menu > Advanced Options > Relink
Position to Another Account to open the Search Accounts dialog
box.
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[Search
for the account](/help/pro/smartinvestments/-/searching/for/investment/accounts).
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When the Global Investment Account List displays, select the
new account.
Clearing the Tax-Deferred Status for One or More Positions
The user can quickly clear the Tax Deferred option for one or more investment
positions without having to access the [Position
Detail content link](/help/pro/smartinvestments/-/position/detail/content/link) for each position individually.
Note: This feature works
when the account linked to the position does not have the Qualified Account
option selected on the [Account
Detail content link](/help/pro/smartinvestments/-/account/detail/content/link). In addition, the security associated with the
position must not have the Tax Deferred option selected on the [security
Detail content link](/help/pro/smartinvestments/-/security/detail/content/link). If a position does not meet one or both of these
conditions, that position is skipped.
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Go to the [Investment
Positions List](/help/pro/smartinvestments/-/searching/for/investment/positions).
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To change specific positions, tag those positions in the list.
(This step is not necessary if the user wants to change the status
of all positions.)
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Select Menu > Clear Tax Deferred Checkbox.
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In the dialog box that opens, select whether the changes should
apply to the selected positions or to all positions in the database.
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Click the Yes button.
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