Combining T.Rowe Price accounts (edit)

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GerryRoston
GerryRoston Member ✭✭
edited October 2023 in Investing (Windows)

I have an account with T Rowe Price and I own a few of their securities. However, in Quicken, each of the securities appears in its own account. Is it possible to combine these securities into one account (obviously, without losing any data)? If so, would you please point me to the instructions for so doing. Thank you.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I have heard (no personal experience) that to download transactions for taxable accounts, T Rowe Price requires each mutual fund to be in its own account in Quicken. These are set up a Single Mutual Fund accounts.

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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    nope - it's the way TRP has setup their accounts - as Single Mutual Fund per account -

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