How do I update 401(k) holdings using quarterly statement?

Is there a 401(k) wizard for Mac?  I would like to easily update holdings, including loan payment and inter fund transfers.

Best Answer


  • wade206
    wade206 Member
    Thanks for the reply! I recently moved from the PC version to the Mac version and am finding some of the PC features are not available on Mac.  I'll try your suggested work arounds.
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