My wife has had a VALIC (403b) account for years. It has not had the ability to download transactions for a long time. I've never known how to keep the numbers accurate and just try to keep them close.
From time to time I'll download the history and try to input each transaction... but that quickly wears off when I find issues I don't know how to resolve. So the data remains approximate.
I saw a notice today that in June 2009, VALIC will allow Direct Connect. This is interesting.
Is there a way to get her accounts squared away and setup properly so the DC will import the data for me automagically?
Up 'til now, I've used one VALIC account which contains all the transactions for her Basic account, Elective account, and Matching account. I recently switched her contributions to an Elective Roth account and have that separate from the others.
Any suggestions how to approach this?