Is there any way to merge account data?

My 401(k) provider is one of those obnoxious ones that CREATE A NEW ACCOUNT when the investment changes. Yes. This is a thing. Look it up. Soo... is there some way to port over the historical Txns from the old account to the new one?


  • jrbrett
    jrbrett Member ✭✭
    I tried "move" but all that happened was after a long time validating the file, all the txns disappeard from the old account, but did not show up in the new one. Well that's a bust... time to load from backup...
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