Why can't I download T. Rowe Price Mutual Funds to 2 account

Sandra Brown
Sandra Brown Quicken Windows Subscription Member ✭✭
edited June 2023 in Investing (Windows)

I have 2 T. Rowe Price Mutual Accounts, one IRA and one Personal. I have specified these accounts as having multiple MF.

When
trying to set up the download it allows me to only assign 1 mutual
account to either account. I have a similar situation with Vanguard and
have no difficulty with no trouble. It is very time consuming and
error prone to enter the transactions manually. I don't understand why I
can't specify multiple MF's to the appropriate account?

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    I also have 3 TRP funds, and each has their own TRP account and therefore each with their own Quicken account -
    I think it is that TRP has setup their MF accounts that way -
    a single MF per TRP account number.

    Vanguard uses the umbrella concept of account numbers - several MF under a single account number -
    but TRP does not - Single Mutual Fund per account

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