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Custom Accounts
Acct Name
Acct Type
Acct SubType
Taxable
Balance
Sym ($$$=cash)
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Notes
Investment
Depository
Other
brokerage
401k
529
ira
pension
profit sharing plan
roth
roth 401k
sep ira
simple ira
stock plan
thrift savings plan
cd
checking
savings
money market
keogh
mutual fund
other
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* New Accounts created could take up to 15m to be reflected in the reporting.