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Adding my Fidelity Investments to my Moneydance account

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James B. Young

25 Nov, 2023 03:31 PM

Can I add my IRA investments with Fidelity Investments to my Moneydance account? Will the investments in my Fidelity Investment account automatically sync with my Moneydance account so as the balances in my Fidelity investments fluctuate in value the fluctuations will be reflected in my Moneydance reporting?

1. 1 Posted by -Kevin N. on 25 Nov, 2023 04:56 PM

   

   Hi James,

   As a Fidelity Investments client, I can assure you that you can indeed add your Fidelity holdings to Moneydance.

   Transactional data can be maintained by connecting to Fidelity via the free, OFX direct-connect method.

   The Quote Loader Extension can maintain daily price quotes.

   I would suggest that you look through some of the Moneydance KB articles listed here:
   https://infinitekind.tenderapp.com/kb

   One heads up which is a common mistake new users make is when creating your individual holdings in Moneydance, make sure to create only one instance of each holding regardless of how many different accounts it is held in.

   -Kevin N. (not a member of Moneydance Support)

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2. 2 Posted by Jim young on 25 Nov, 2023 04:59 PM

   

   Great information, Kevin!

   Thanks for the help in getting ready for 2024.

   jby

   James B Young
   106 Cherrystone Ct
   Simpsonville, SC 29680
   (864) 430 6364
   [email blocked]

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3. System closed this discussion on 24 Feb, 2024 05:00 PM.