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PCRA counted twice?

Oct 31, 2017 08:19PM EDT

Retirement account A has a balance with investment bank B. Both show the total balance but only the investment vanl B had the details. Including both A and B in HW counts the PCRA funds twice.
Funds transferred from A to B, appear in A as an internal transfer but do not remove the transferred funds from the A balance but the scorekeeping records this transfer as a decrease in invested amount.
What is the best way to account for a PCRA inside a retirement accounb?

Best Answer

HelloWallet Support Answer

Nov 01, 2017 09:45AM EDT
Christopher
HelloWallet Support

Please reach out to us directly for account-specific questions at support@hellowallet.com.

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