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

Options
evansrob
evansrob
Community Member
in Mac

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.

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

Comments

  • ag_tommy
    ag_tommy
    Options

    @evansrob

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

  • evansrob
    evansrob
    Community Member
    Options

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

  • ag_ana
    ag_ana
    1Password Alumni
    Options

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

This discussion has been closed.