Feature Request: Allow for multiple downloads to same MD investment acct

buffo's Avatar


03 Apr, 2021 12:27 PM

Feature request: I have an investments at Principal Funds. There are 2 Accounts with multiple mutual funds in each. Direct connect is working fine except Principal uses "fund,acctno" for each mutual fund during the Online Banking setup. Therefore the only way to get all of my transactions using direct connect is to setup multiple investment accounts for each combo of fund/acct. Could this be handled in MD without a major rewrite? Thanks John

  1. System closed this discussion on 03 Jul, 2021 12:30 PM.

  2. buffo re-opened this discussion on 05 May, 2022 01:41 PM

  3. 1 Posted by buffo on 05 May, 2022 01:41 PM

    buffo's Avatar

    Is the "Match Online Accounts" option suppose to address my feature request? I just tried MD version 2022.3(4077) and with my Principal Funds account. After selecting the three sub accts and pointing them to the same main account, MD still only downloads from the first sub acct that was setup. It would be really nice if this would work with investment accounts. (btw, Principal uses Direct Connect)
    Please advise.

  4. System closed this discussion on 04 Aug, 2022 01:50 PM.

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