Feature Request: Allow for multiple downloads to same MD investment acct

buffo's Avatar


03 Apr, 2021 12:27 PM

Feature request: I have an investments at Principal Funds. There are 2 Accounts with multiple mutual funds in each. Direct connect is working fine except Principal uses "fund,acctno" for each mutual fund during the Online Banking setup. Therefore the only way to get all of my transactions using direct connect is to setup multiple investment accounts for each combo of fund/acct. Could this be handled in MD without a major rewrite? Thanks John

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