Retrieve transactions from Fidelity
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Posted by Loren on February 05, 2005 at 15:43:40:
In FM 7.1 I attempted to retrieve transactions from my Fidelity 403b account. I did this from the subportfolio where I keep these mutual funds. I used the exact name of each fund that Fidelity uses when transactions are downloaded. When create new investments as needed is checked, FM creates a duplicate fund for the transactions and allows me to enter each of these transactions into the duplicate fund. Of course my original fund files are do not get the transaction information. If I set FM not to create duplicate funds, I get an empty window for the transactions to be entered. The only difference I noted was that the created duplicates did not have the symbol of the fund, otherwise the name was the same. Loren
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