Making an old account a retirement account.


Harold Morgan

I have been trying to figure out how to make an IRA at my credit union
appear in my portfolio. If I were to set it up as brand new, I'd just say
"retirement account" and be done. I cannot find a way to do this on an
already set up account; there is nothing in details to "make this an
investment account"

Any solutions other than copying all the transactions from the old to the
new or simply starting over?
Thanks in advance,
Harold Morgan


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question