[moneydance] Three accounts at Fidelity

latteg@mac.com latteg at mac.com
Mon Jan 1 19:35:48 EST 2007


Vic,

Each account at Fidelity is different.  If you enter the info to set  
up one account then the transactions for that account are downloaded  
(that's where MD asks you which account it is).  Choose that account  
and the info is there.  You'll need to set up the other 2 accounts  
separately (I named mine at Fidelity IRA, 401k, etc)

Hope this helps.

Marci

On Jan 1, 2007, at 12:31 PM, Victor Roberts wrote:

> I have used MoneyDance for a number of years but have never downloaded
> transactions.  I decided today to download transactions from Fidelity
> Investments.  All went well except that I was asked to choose one  
> of my
> three Fidelity accounts during the setup process. Now I can't  
> figure out
> how to download transactions from the other two accounts.  There  
> must be
> some trick that I have not yet discovered.  Can someone please  
> point me
> in the right direction?
>
> Thanks.
>
> Vic Roberts
>
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