I opened a Roth IRA brokerage account at Zecco Trading with $2,500 starting balance. I bought GRMN, and lost money. At the end of the month, my Roth IRA balance was $2399.04. However, Yodlee had it at $4869.04 because Zecco still had my cash balance at $2470 after I had bought 56 shares at $43.50 each. (It went down from $2500 to $2470 after the $30 annual fee for a Roth IRA.)
My American Funds 401(k) was withdrawn due to the rollover process. The money has not been deposited to my Zecco Rollover account yet. (Yes, I have two Zecco accounts.) This explains the big drop in the asset column.
My American Funds 401(k) was withdrawn due to the rollover process. The money has not been deposited to my Zecco Rollover account yet. (Yes, I have two Zecco accounts.) This explains the big drop in the asset column.
No comments:
Post a Comment