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Syncing one investment within an account to a different account

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dormuller

01 Dec, 2015 06:08 PM

Dear MD,
My IRA account has about ten investments (mutual funds) in it. One of those funds I use for a specific purpose and I would like to see it as a separate account in MD from my general IRA MD account. Is there a way to sync my IRA and have that fund go into a separate MD account from the others?
Thank you!

1. 1 Posted by Scott Meehan on 01 Dec, 2015 06:33 PM

   

   Hi Dorothy,

   Unfortunately it's not possible to download just a portion of your IRA to a second account.

   I'm sorry for the inconvenience! Please let us know if we can be of further assistance!

   Scott Meehan
   Infinite Kind Support

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2. Scott Meehan closed this discussion on 01 Dec, 2015 06:33 PM.

3. dormuller re-opened this discussion on 01 Dec, 2015 06:41 PM

4. 2 Posted by dormuller on 01 Dec, 2015 06:41 PM

   

   Thanks for letting me know. I will stop trying and just get used to
   picking out that one fund for special attention.

   Dorothy

   PS> I love Moneydance!

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5. 3 Posted by Scott Meehan on 01 Dec, 2015 06:54 PM

   

   Hi Dorothy,

   I'm sorry I don't have a better solution for you and I'm happy to hear that you're happy with Moneydance!

   If you are happy with Moneydance, we'd really appreciate it if you could take a moment to rate or review it on the web. Clicking the link below will take you to Moneydance's page on Amazon.com, where you can review and comment on Moneydance:

   http://www.amazon.com/The-Infinite-Kind-Moneydance-Download/dp/B00L...

   Please let us know if we can be of further assistance!

   Scott Meehan
   Infinite Kind Support

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6. Scott Meehan closed this discussion on 01 Dec, 2015 06:54 PM.