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Re: Mutual fund target date reached
FYI, after finally figuring where to look in FI website for lot info, discovered new holding retained all lot info/date/basis from old holding. So I went with Corp Acq stock/stock - generated one Rem…1 -
Re: Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)
The Holdings tab (button) in an investment/IRA/401k account gives a nice, quick view of holdings in the account, including the security names - but not symbols. Why not display the symbol, as well? O…1 -
Re: Is there a way to match a security to its online holding that has been erroneously unmatched?
Bang! As the whippersnappers might say, "You da man!" As soon as I unchecked 'matched' in the obsolete Citicorp equity, the new (current) CCI automatically checked itself as '…2 -
Re: Tax category for social security income?
Thank you. I was hoping I'd missed something. Cheers.1
