Hello,
I need help correcting the balances of my investment accounts.
I recently transferred assets from Brokerage Account A to Brokerage Account B (a regular ACATS). Both accounts are connected to Simplifi through automatic syncing, and I did not enter anything manually.
However, Brokerage Account B shows the incoming funds before Brokerage Account A reflects the outgoing transfer. As a result, for about two days my total investment balance is almost double what it should be.
After roughly three days, the balances normalize on their own. But when reviewing my data and balance history, there is a large artificial spike during those two days that I would like to remove or correct.
I have reviewed the transaction dates, and they appear to be accurate in both accounts.
How can I fix this so the net balance across the two accounts is reflected correctly and the temporary spike is eliminated?
Thank you,
