how to hide a security with zero balance in an IRA

Lynette Jacobi · March 2019

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?

John_in_NC · March 2019

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)

John_in_NC · March 2019

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)

Lynette Jacobi · March 2019

Thanks John! That fixed it.

how to hide a security with zero balance in an IRA

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