Best advice for this
import investment account from broker
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#1 Posted by Maddy Support staff on 06 Mar, 2026 05:43 PM
Hi David,
Thank you for contacting Moneydance support.
It might be useful referring you to this section of the Knowledge Base about Investments accounts.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support
Maddy closed this discussion on 09 Mar, 2026 02:03 PM.