how to set up

Joan's Avatar

Joan

06 Dec, 2018 11:24 PM

I have several IRA, and other investment accounts. is there a way to just link each account to money dance and have it download the items- stocks, MF, CD's etc. in the account and update them periodically or does everything have to be added manually?

thanks

  1. 1 Posted by mhoggie on 07 Dec, 2018 02:49 AM

    mhoggie's Avatar

    just a user,

    It depends on your investment holder. I use Fidelity and I can direct connect to all accounts and download activities. But I'm sure there are others who only provide paper statements and limited web downloads.

  2. 2 Posted by Joan Chasan on 07 Dec, 2018 03:15 AM

    Joan Chasan's Avatar

    How?

  3. 3 Posted by dwg on 07 Dec, 2018 03:21 AM

    dwg's Avatar
  4. System closed this discussion on 08 Mar, 2019 03:30 AM.

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