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Downloading managed accounts from Fidelity

Managed accounts are made up of 8-10 sub accounts.  Can Quicken download an average number for all or all the sub accounts?  How does Quicked manage managed account downloads?

Answers

  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    Can you define what you are calling a managed Fidelity account? How is that different than normal Fidelity accounts. To answer the second part, no Quicken downloads actual investment transactions, not averages.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 2004
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    Also, what/who is the legal owner of these accounts?  And what Fidelity URL are you downloading from?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • hokie63hokie63 Unconfirmed, Member
    A managed account is one that they buy and sell as they see is necessary. The portfolio of the account is made up of 8-10 mutual funds that are in the list of all Fidelity's offerings.
  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    As long as the Fidelity fund has a ticker symbol i.e. FXAIX and a CUSIP  number, then yes Quicken can download and track the investment like any other investment account.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 2004
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