What is the best way to change the financial institution for a 401(k)
My company changed providers, the holding were directly moved to the new provider (same funds). How can I change my Online Services to the new provider? I have found some instructions they say to deactivate the account and reactivate. Doing so cause Quicken to setup a new account from scratch. I won't allow me to use the existing account name. Is there a way to change the financial institution and connection method on the existing account w/o creating a new one?
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