Roth conversion: Can I keep the original IRA's transaction history?

RCinNJ Member ✭✭✭✭
All my transactions are in the original IRA account, but all the assets have been moved to a new Roth IRA with a new account number. I tried deactivating and re-activating using the new account number, but this creates a new account without the full transaction history. I reverted to my last saved file with the old account so I can try again. Is there a way to point the old account to the new account number? The account is at Fidelity.

I tried deactivating the old account and reactivating using the new number but only the more recent transactions download.


QM 2020 Premier, Connection Type: Direct Connect 

Best Answer


  • RCinNJ
    RCinNJ Member ✭✭✭✭
    RickO, thanks for the answer. Not what I wanted but QM is missing so many features that seem obviously needed to me. I did have to put in starting values.  
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