I have 3 individual IRA accounts (mutual funds). Is there a way to group them under 1 Investment account such as "personal IRA"?
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1 Posted by Tom Freeman on 09 Mar, 2017 07:24 PM
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.
Infinite Kind Support
System closed this discussion on 08 Jun, 2017 07:30 PM.