Investment Accounts

Barry Robson
Barry Robson Member Posts: 1 Reckoner Reckoner
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?

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  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,311 Personal Range Elite 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 id 6376

    Gerhard Winter

    Ph. +61 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

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