Managed accounts

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Alan Stern

18 Apr, 2019 02:10 AM

I have several Managed Accounts at a brokerage. These are accounts in which managers buy or sell securities on my behalf, and may contain many securities. They differ from mutual funds in that I actually own the securities in the managed accounts. I am not interested in showing the value for each security in these accounts, only the total value of each account. How can I go about entering these in Moneydance? If, for example, I entered the brokerage name as a new investment, would the various account values be entered, or do I have to specify the name of each managed account? Please let me know if this isn't clear.

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