Syncing one investment within an account to a different account

dormuller's Avatar

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

    Scott Meehan's Avatar

    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

  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

    dormuller's Avatar

    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!

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

    Scott Meehan's Avatar

    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

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

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

31 Jan, 2023 09:32 AM
31 Jan, 2023 08:51 AM
31 Jan, 2023 08:46 AM
31 Jan, 2023 08:40 AM
31 Jan, 2023 08:16 AM