nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Why do mutual funds that belong to a retirement account appear as separate accounts?

heydonnieray

I have a traditional IRA and a Roth. The mutual funds appear as separate accounts instead of being a part of the two different IRAs.

Find more posts tagged with

Comments

heydonnieray

What version of Quicken Mac are you using?

Version 5.3.2 (Build 53.20776.100)

John_in_NC

What version of Quicken Mac are you using?

Single mutual fund accounts: some brokerage houses will annoyingly do this. The version of 2018 you are using is supposed to handle SMF accounts differently, so you don't see this. Supposedly there is a preference somewhere to handle this, but I can't tell you where it as I don't have any SMF accounts.

Perhaps Rick has some SMF accounts and can tell you how to group them together.

heydonnieray

What version of Quicken Mac are you using?

American Funds