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Changing investment holdings in a retirement account with simple sync
My 403(b) company allows for simple syncing but it doesn't appear to change my investment holdings. For example, when I hit the sync button it refreshes the values of my holdings but it doesn't update the holdings after a rebalance within my account (sold some funds and purchased others). Do I need to manually delete and enter or is there some way to make sync actually update the specific holdings in my retirement portfolio?
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