Need help to set up download transaction for investment account
tromeyn
Member
Account is brokerage with multiply Mutual funds no cash balance.
From the account list selected Account and then edit. Clicked on Online Services. Clicked on online setup. Linked to existing account first of 5 mutual funds. When I tired to link the 2nd mutual fund, the account did not display.
From the account list selected Account and then edit. Clicked on Online Services. Clicked on online setup. Linked to existing account first of 5 mutual funds. When I tired to link the 2nd mutual fund, the account did not display.
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Best Answer
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What mutual fund family?
In the best (IMO) world, you would not be linking "first" mutual fund to your Quicken brokerage account. You would be linking the real-world brokerage or mutual fund account to your Quicken brokerage account.
That the available link is to a 'Fund' suggests that brokerage/MF family expects a setup in Quicken with one Quicken account per fund (not the best IMO).5
Answers
-
What mutual fund family?
In the best (IMO) world, you would not be linking "first" mutual fund to your Quicken brokerage account. You would be linking the real-world brokerage or mutual fund account to your Quicken brokerage account.
That the available link is to a 'Fund' suggests that brokerage/MF family expects a setup in Quicken with one Quicken account per fund (not the best IMO).5
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