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Posted by John Boudreau on May 13, 2001 at 11:43:07:
I recently executed investment changes within my mutual fund on 04/03/01.
I sold some cash shares in two investments and combined the amount in a money market fund. Seemed to work ok.
Problem: I attempted to close out two different IRA Accounts in Fund Manager and
transfer the total values to two IRA Money Market accounts. I did a 'sell' and
then a 'buy' into the IRA money market funds.I know this wasn't the way to go, but I couldn't find a rollover operation. What I really want to do to retain
accurate records from October, 1991,is to Rollover these two accounts instead.
Is there a way to accomplish this in Fund Manager? In the meantime, I'm still
looking in the help files. Appreciate any help. (A CPA I'm NOT)
Hopefully, John Boudreau