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Sunday, September 22, 2013

Finance - HL 182 (1)



Date: 09/19/13 07:44:35


Subject: Fidelity accounts

 

Mark,

Thought you might want to know this. I don't think it is the payback from the petition though. :<))

When I checked this morning on our brokerage account, a new account showed up as "Delta Pilots Savings Plan 401K" with about $60 in it. This was different than the old "Family Care SP DAL 401K".

It was dated 09/18/2013


LIFECYCLE 2015 Change in Market Value $60.34 4.620 Shares


Anyone know what this might be?


Anyway, I just used the rollover feature on the website and put it into my IRA. 

Frank Caruso


Editor: Frank, I haven’t heard anything from others about similar account balances.  I can only assume it is more or less a little left over from your transfers, years ago that somehow just showed up.  I have a balance in the Fidelity account after I ordered a 100% transfer just because of valuation.  Maybe someone else in the group can explain this.


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