Investment accounts register Windows

joeymon1
joeymon1 Member ✭✭
I have several accounts with Fidelity and I make periodic transfers to one of the accounts and I want the register for this account. The other accounts are managed and there are lots of transactions and I don't want to deal with the stupid investment wizard for those accounts. I only want the register for the one account that I make transfers to. Is this possible? If I change the preference from "simple", it changes for all the accounts.
How can I change preference on just this account?
Thanks

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    There is an individual setting for each account.  The global setting only "enable the ability to use either simple or complete investing mode".  It is the individual settings that decide which is used.  Right click on the account in the account bar and select Edit/Delete account.  This will bring up the account details where you can change the setting.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    There is an individual setting for each account.  The global setting only "enable the ability to use either simple or complete investing mode".  It is the individual settings that decide which is used.  Right click on the account in the account bar and select Edit/Delete account.  This will bring up the account details where you can change the setting.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • joeymon1
    joeymon1 Member ✭✭
    Thanks Chris. That works
This discussion has been closed.