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I have a few investment accounts that I would now like to merge into one account
At first I purchased a mutual fund and created an investment account, later I purchased a second account from the same company and created a second investment account. Later I realized it would make more sense to have an account where I could put the two acocunts as holdings into that higher level account. Is that even possible without losing all of the transactions? If it can be done I'd like to be educated on how to do it.
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