tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/447-new-md-accounts-for-fidelity-investmentsInfinite Kind: Discussion 2018-10-18T13:54:05Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2837262009-09-10T04:16:37Z2009-09-10T04:16:41ZNew MD Accounts for Fidelity Investments<div><p>Drew,</p>
<p>You mention these are historical securities, so purchase
information isn't available as a transaction (most financial
institutions only make the last 30 to 60 days available for
download / online access.</p>
<p>What you need to do is enter a 'BUY' transaction into the
register, giving the appropriate date, shares, and price per share
(or just the Amount; MD will figure it out.) Then the securities
will show up on the portfolio and securities details.</p>
<p>I'm just going through this exercise, account by account. . .
.</p>
<p>Hope this helps,</p>
<p>--Chan</p></div>cwilsontag:infinitekind.tenderapp.com,2009-01-14:Comment/2837262009-09-11T17:32:06Z2009-09-11T17:32:06ZNew MD Accounts for Fidelity Investments<div><p>Drew,</p>
<p>Sorry for the delayed response. Chan is correct on both counts.
Does that help you out?</p>
<p>Please let us know if you have any other questions or
problems.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/2837262009-09-15T20:16:19Z2009-09-15T20:16:19ZNew MD Accounts for Fidelity Investments<div><p>Chan,</p>
<p>Thanks for the suggestion. I will give that a try and let you
know how<br>
it works out.<br>
Thank you.</p>
<p>Drew</p></div>drewscurachio