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?
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
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.
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
Answers
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