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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?
on 07 Dec, 2018 02:49 AM
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.
on 07 Dec, 2018 03:15 AM
on 07 Dec, 2018 03:21 AM
I'm a fellow user.
See the following Knowledge Base articles :
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