Author Topic: Two Investment-Related Questions  (Read 936 times)

seamer

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Two Investment-Related Questions
« on: November 06, 2014, 07:24:14 AM »
I have two questions for the community.

1. When setting up a Roth pipeline, how does one document that the withdrawals are from 5-year-old Roth contributions, not gains? I switched brokerage companies a few years ago and no longer have the old records.

2. Do services like Mint still work if you're required to input a number from a key fob as part of your password every time you login to one of your investment accounts?

I appreciate any help or guidance. Thank you in advance.

hodedofome

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Re: Two Investment-Related Questions
« Reply #1 on: November 06, 2014, 08:33:08 AM »
Which investment account are you tying into Mint? I use Interactive Brokers and they specifically give you a key for services like Mint. I just put it into Mint once and it stays updated.

seamer

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Re: Two Investment-Related Questions
« Reply #2 on: November 06, 2014, 08:39:53 AM »
Etrade. Would be great if that were the case.