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Can I remove a parent pie without losing the categories inside?
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Hey,

I made a Roth IRA account. I wanted to setup the pie before the money was transferred over and I named my Pie "roth" which is allocated at 100%.

Inside the pie "roth" are my slices, Equities, Meme stocks, Income, Real Estate.

What I'd like to do is just remove the parent pie "roth" altogether so that when I open my Roth account, all i see are the 4 pie slices and not have to dive in 1 layer deeper to see whats in my roth. If that makes sense?

I emailed support and they sent me an answer that I don't think addresses my question?

Thanks for reaching out!

To move slices to new Pies, we first need to temporarily pause trading in your account. This will allow you to edit your Pies to reflect the view you want to have going forward without causing taxable events. 

You can visit out Help Center article to find out more about how to move Slices within your Pie. 

NOTE: Performance data for the entire Portfolio is lost with this process, but it will not trigger any taxable events. 

Whenever you are ready to get started, please reply to this message with a confirmation of the last 3 digits of the account you would like to complete this action on, and we'll pause trading to allow you to edit your Pies.

TLDR

Account = Roth. Inside is Pie "roth" which is 1 slice. Inside *that* is 4 slices. I want to remove the parent pie and just have 4 slices in my roth account.

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Posted
2 years ago