I just changed brokerages, from Edward Jones to Ameriprise. Upon adding a new Sep Ira Account for online download, the issues and shares all came in fine, but the sidebar and market values totals DO NOT match. There is NO cash in the portfolio, only stocks and funds. Both numbers DO NOT accurately match what I see online at my brokerage. The sidebar says my account is worth 19 million! I wish.
Where can I fix this?