I was not expecting it to handle the tax consequences. I think I will
Try the sell/ buy approach since there is already an Roth IRA account
and I'm converting part of a Rollover IRA which will go to an existing Roth
If you're transfering shares of a stock/fund from one account to
another, you should use the transfer shares approach. Go into the
"from" account and create a new transaction. The type will be
"Transfer Out" and you will be able to specify the "to" account.