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How to merge one-fund-per-account accounts into a single account?

Andy Howell

I added a 529 plan with American Funds. Quicken adds each fund as an individual account. I want to see a simple summary of all the funds in the 529 plan.

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UKR

To be able to give
you a correct answer, we need to know what version, feature level and release
of Quicken you are using. An answer
given for one product may not apply to the other.

Which version of
Quicken do you have: Quicken Mac or Quicken for Windows?

If Quicken for
Windows,

Do you have the US or the
Canadian version?

Which feature level do you
have?

US: Starter Edition, Deluxe, Premier, Home & Business, Rental
Property Manager

Canadian: Cash Manager, Home & Business

What version (year 20xx) do
you have?

Click Help / About
Quicken (Mac: Quicken / About Quicken) to determine year/version and
release.

What version of Windows or Mac OS are you using?

NotACPA

IF American Funds requires Single Mutual Fund accounts ... then there's no way to do what you request and continue to download from them. I have no idea (I'm not their customer) if they require SMF or not.

If they don't require SMF, then pick one of your existing fund accounts in Q as the eventual successor of all (there's no need to open yet another account). Do, TOOLS, Account List and click EDIT across from that successor account. Click NO adjacent to "Single Mutual Fund Account".

Then, in each of the non-Successor accounts, use the "Shares Moved Between Accounts" action to move your positions to the Successor.

You MIGHT need to make the same "move" action at AF themselves ... depending upon they have your account(s) set-up.

Andy Howell

I'm using quicken US version on windows: 2017 Premier R6 Build 21.1.6.1

Thanks

q_lurker

IF American Funds requires Single Mutual Fund accounts ... then there's no way to do what you request and continue to download from them. I have no idea (I'm not their customer) if they require SMF or not.

If they don't require SMF, then pick one of your existing fund accounts in Q as the eventual successor of all (there's no need to open yet another account). Do, TOOLS, Account List and click EDIT across from that successor account. Click NO adjacent to "Single Mutual Fund Account".

Then, in each of the non-Successor accounts, use the "Shares Moved Between Accounts" action to move your positions to the Successor.

You MIGHT need to make the same "move" action at AF themselves ... depending upon they have your account(s) set-up.

If I recall correctly, American Funds does require one account per fund.

(At least that is what I said two years ago.)

NotACPA

IF American Funds requires Single Mutual Fund accounts ... then there's no way to do what you request and continue to download from them. I have no idea (I'm not their customer) if they require SMF or not.

If they don't require SMF, then pick one of your existing fund accounts in Q as the eventual successor of all (there's no need to open yet another account). Do, TOOLS, Account List and click EDIT across from that successor account. Click NO adjacent to "Single Mutual Fund Account".

Then, in each of the non-Successor accounts, use the "Shares Moved Between Accounts" action to move your positions to the Successor.

You MIGHT need to make the same "move" action at AF themselves ... depending upon they have your account(s) set-up.

ANDY, given this comment, it's probably appropriate for you to contact AF and inquire about the matter.
I have no doubt that q.lurker was correct 2 years ago ... but who knows if that's still true?