Can I merge 2 401K accounts ?


A

Alan J. Sailer

I'd like to merge 2 401k accounts from 2 employers (1 account has a zero
balance,just transaction history) into 1 account, for example "my 401k" Is
this easily done ?
 
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D

Dick Watson

I'd look at More investing tasks|Record a special activity|Transfer an
account... (That's an M07 path. You decline to cite your version. But it's
been there in one form or another for many versions now.)

Something drastic like this should only be done after you've made a copy of
the data file in case things don't work out like you expected them to.
 

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