Downloading investment transactions with multiple accounts
We have multiple accounts (Rollover IRA, SIMPLE, 401K, Inherited IRA, personal) within Fidelity and Vanguard, some under my name, some under my husband's name and some joint. Ages ago I tried setting up for auto downloads and I got duplicates and items in the wrong account. It was a cluster so I ended up restoring to my back-up and stuck with manual entry.
This takes a huge amount of time and I have to believe I can do this automatically. Any tips for setting it up properly so I can download the transactions?
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