I need help re: rollover of investments to a new ira

evansrob

I can't get any hits when I enter "rollover." I've recently rolled over my Keogh plan into my IRA. Banktivity must have a way for me to move the securities from one account to another, but I can't find it. I need help doing this.

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1Password Version: 7.8
Extension Version: Not Provided
OS Version: OS 10.14.6
Sync Type: Not Provided
Referrer: forum-search:ira investment

ag_tommy

@evansrob

You posted in the 1Password support community. Did you intend to post this in the Banktivity community?

evansrob

Yes. Big error. thanks for noticing. Please delete it! Very sorry.

ag_ana

No worries at all @evansrob, I will close the discussion for you :)