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

heydonnieray
Member ✭✭
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.
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Version 5.3.2 (Build 53.20776.100)RickO said:What version of Quicken Mac are you using?
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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.RickO said:What version of Quicken Mac are you using?
Perhaps Rick has some SMF accounts and can tell you how to group them together.0 -
American FundsRickO said:What version of Quicken Mac are you using?
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