Mutual Fund shares changed from one class to a new class - how do I manage the transaction?

PatP
PatP Member
edited April 9 in Investing (Mac)
TRowe Price changed my investment class from Investor to I class. I see answers for this problem for the Windows version. Is there a procedure or something I need to do for my Mac version? The price and number of shares owned changed and according to TRP the conversion was non-taxable. I don't want to lose my history.
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