01-24-2006, 02:34 PM
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 Re: Consolidate multiple investment accounts? In microsoft.public.money, jfisher wrote: - quote - > I have a question that I can't seem to find the answer for anywhere.
Do you want to enter your transactions by hand? If not, I would go> I have a Roth IRA with American Funds that consists of 4 funds. When I > connect to American Funds during account setup, instead of creating one > account for the Roth IRA, I get 4 accounts...one for each fund. Is there a > way to consolidate all of these individual fund accounts into one overall > Roth IRA account? > At first, this wasn't a big deal, but my wife and I both have a Roth IRA > with American, and my wife just added a 401k rollover with American. As a > result, we have 15 individual "accounts" instead of 3 (2 IRA, one 401k). > Any help would be greatly appreciated. with the way that the downloads are organized. |
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#-1
01-24-2006, 02:26 PM
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| Consolidate multiple investment accounts? I have a question that I can't seem to find the answer for anywhere. I have a Roth IRA with American Funds that consists of 4 funds. When I connect to American Funds during account setup, instead of creating one account for the Roth IRA, I get 4 accounts...one for each fund. Is there a way to consolidate all of these individual fund accounts into one overall Roth IRA account? At first, this wasn't a big deal, but my wife and I both have a Roth IRA with American, and my wife just added a 401k rollover with American. As a result, we have 15 individual "accounts" instead of 3 (2 IRA, one 401k). Any help would be greatly appreciated. |
| Tags |
| accounts, consolidate, investment, multiple |
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