change in mutual fund share class
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change in mutual fund share class We have shares in an American Funds mutual fund that changed share class from B to A resulting in the investment switching symbols from CWGBX to CWGIX. Our brokerage has transferred all shares to CWGIX but Bivio has kept the share symbols separate. Is there a way to transfer all the shares from CWGBX to CWGIX so our Bivio records match our brokerage records? send this e-mail to support@bivio.com and I am sure they will take care of the problem. GREAT Customer service! Ye ole bud,....Larry
Larry Reno -----Original Message-----
From: Barbara Lounsbury via bivio.com <user*29435100001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Thu, Feb 15, 2018 2:50 pm Subject: [club_cafe] change in mutual fund share class We have shares in an American Funds mutual fund that changed share class from B to A resulting in the investment switching symbols from CWGBX to CWGIX. Our brokerage has transferred all shares to CWGIX but Bivio has kept the share symbols separate. Is there a way to transfer all the shares from CWGBX to CWGIX so our Bivio records match our brokerage records? Thanks!
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