How do I deal with an investment account that is called a Cash Management Account? When I set it up online the institution called it an investment acct but since I have never figured out how to reconcile them and since we use it for cash so I told KMM it was a cash account. But we did transfer some bonds from the other account. So can I just do this off the cuff and make up a transaction for the bond bit or do I need to set up an investment acct? If so, do I then need a brokerage account? Eesh! <div>
<br></div><div>In any case I do need to learn how to reconcile investment accts. Is there some document that you'd suggest to guide me?</div><div><br></div><div>thanks</div><div><br></div><div><br></div><div>garyk<br>
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