Investment Accounts

Barry Robson
Barry Robson Member Posts: 1 ✭
in Personal Plus and Home & Business

I (and my wife) have had two self managed super accounts which I monitored as two separate investment accounts in Reckon Personal. I have changed the service provider and the new one (Macquarie) consolidates the two into one. It would now be easier for me to reconcile if I could consolidate the two into one in Reckon Personal. How can I do this?

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,147 Personal Range Expert Personal Range Expert

    Barry

    There may be a couple of ways of doing it, Call me 0418907140, i am based Perth so check the times.

    Gerry 0418907140 

    [email protected]

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