how to hide a security with zero balance in an IRA
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Lynette Jacobi
Member ✭✭
I have an IRA and SEP that was closed and the balance transferred to the IRA.Now the IRA shows 2 of the same securities. I want to hide the one that was transferred over. How do I do that?
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Best Answer
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You didn't give a lot of details. If these are the same securities, are they showing up separately in the Securities list? (Window-->Securities) If so, you will likely want to select both individually and click on Merge Securities at the bottom of the window.
(command+click to select the different funds so both are highlighted)6
Answers
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You didn't give a lot of details. If these are the same securities, are they showing up separately in the Securities list? (Window-->Securities) If so, you will likely want to select both individually and click on Merge Securities at the bottom of the window.
(command+click to select the different funds so both are highlighted)6 -
Thanks John! That fixed it.0
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