Multiple Mutual Funds in Single Account ID

JerryScheiber
JerryScheiber Member ✭
in Investing (Windows)
How do i set up a single account that holds multiple mutual funds where i can download transactions instead of manually entering them?  I'd rather have a single account with all transactions from each mutual fund, instead of 20+ individual mutual accounts.

Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    What steps have you taken? This is the default method for a standard brokerage account. Selecting Add Account will walk you through the process.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited February 2019
    But, when setting up that account do NOT select the "Single Mutual Fund" option.
    That will restrict you to only holding that single fund in that account EVER.  Even if you sell that fund, you'd need to create a new account for the new fund.
    Also, what Fund company are these funds from?  There have been, in the past, Fund companies that required "Single Mutual Fund".
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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