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401(k) Financial Institution Changed
The company I work for has recently changed from a 401(k) provider that doesn't allow downloaded transactions. So I had them setup as a retirement account and I would input quarterly statements. Now we have switched to a new provider that does allow this data to be downloaded. I have tried several things:
- Created new Account w/ new provider and linked everything (worked great), then I attempted to set the balances on my old account to (0). This showed that I still had shares of funds with no balances. (Unsuccessful)
- Close the old account and create a new. This worked, however when I look at my investment history the value of the old account was gone (Unsuccessful)
- Take my existing account, edit account details and link it online. This forced me to create new each time (Unsuccessful).
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