Close Investment Account and Past Transactions Disappear from Reports (Q Mac)
I changed jobs so my 401K changed. I'd like to hide or close my old 401K but however I try to do it, the portfolio value report that is shown when I'm in investments changes as if the old 401K never existed -- the value up until the money was moved to the new account is low, which is not correct. Is there a way to hide/close the old account without it impacting the reports and graphs?
This discussion has been closed.