Rejected

:speech_balloon:

Liquidity classification for Auto-Create (e.g. 401k) accounts

I don’t know if this is the only “Auto-Create” account situation, but when contributing to a Roth 401k, when you specific the employer contributions are Traditional, there is an “Auto-Create” 401k account created. This makes sense to me.

Can this “Auto-Create” account (Traditional 401k) inherit the Liquidity settings of the “master” account (the Roth 401k account in this case) or have some other means of controlling Liquidity settings?

1 vote

Tagged as Suggestion

Suggested 06 March by user Dan McCabe

Moved into Rejected 10 March

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  • 06 March Dan McCabe suggested this task

  • avatar
    Shawn @PL

    This is probably better handled as a support question. If you create a Trad 401k with $0 balance, you can specify all of these details, and PL won’t try to Auto-create one for you.

    10 March

  • 10 March Shawn @PL approved this task

  • 10 March Shawn @PL moved this task into Rejected

  • 10 March Shawn @PL edited this task

  • 17 March Shawn @PL approved this task