LII Contributions - Merge Funds

Backup your data before doing the following steps.
Select the fund you want to merge into another fund (this one you do not keep)

Click on the Edit button (circled above)

You will be warned that this will affect all transactions tied to this fund.

When you opt ‘Yes’ on the warning screen, you will get this pop up screen which allows you to select the Merge Fund option. In the window, enter the Fund number you want the first Fund to merge into. This second Fund will be kept.

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