Why does one of my investment accounts have both a share balance and a cash balance?
I recently sold some shares from a few investment accounts and used proceeds to open other investment accounts. Most worked fine but one account shows a negative Inv. Amt. and a positive Cash Amt. The transfer didn't go to the account it was intended to. How do I fix this issue. When I try to edit the original account it won't allow me to indicate where the proceeds show go. Record proceeds? menu is grayed out.