IRA accounts

hweathers1980's Avatar


07 Mar, 2017 02:38 AM

I have 3 individual IRA accounts (mutual funds). Is there a way to group them under 1 Investment account such as "personal IRA"?

  1. 1 Posted by Tom Freeman on 09 Mar, 2017 07:24 PM

    Tom Freeman's Avatar

    If these are exchange traded funds with a distinct share count and share price, then yes.

    It is simple a matter of creating a security for each then adding you initial holdings to the account. Please reference these FAQ' on how to do that:

    If your holdings are more complex than that please give me the specifics on how the funds work and I can better advise.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 08 Jun, 2017 07:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac