Helping daughter gather her many retirement accounts (Traditional IRA/Roth).
She has mutual funds through a bank. Found her December 2017 fund shows a loss of over $40K for period 1-31 December. Looked up charts for the two accounts (Symbols) and there were no losses at all - some gains.
Where do I start trying to get this corrected? I'm tempted to start with a financial analyst but think my first choice might be the CEO of the bank or a lawyer.
Appreciate you input.