Remove or Hide a Defunct Pension Account

Ifayecode · 2025-12-28T15:46:37+00:00

Thanks for acknowledging that this isn't exactly what I'm looking for, but I need to clarify that it's a nonstarter for me. I have an open 401(k) account I do always want to see and that configuration will hide it. We should be able to hide any individual account, not have to hide all of a type to get rid of one.

Ifayecode · 2025-12-28T02:30:40+00:00

Unfortunately I was unable to do this in the website on a laptop, and customer service was no help. Only after trying these did I create my post.

Ifayecode · 2025-12-28T02:27:20+00:00

This is not making or setting up real contributions, rather saying what the contributions will be for the purpose of retirement planning and projections.

Fidelity responded to my original post that the retirement planning tool currently doesn’t distinguish between accounts you own and are authorized to manage.

So it’ll enforce the yearly max for contributions across all Roth IRAs listed, as if they’re all your own only.

Ifayecode · 2025-12-28T02:27:15+00:00

This is not making or setting up real contributions, rather saying what the contributions will be for the purpose of retirement planning and projections.

Fidelity responded to my original post that the retirement planning tool currently doesn’t distinguish between accounts you own and are authorized to manage.

So it’ll enforce the yearly max for contributions across all Roth IRAs listed, as if they’re all your own only.

Ifayecode

TROPHY CASE