|
#2
08-08-2004, 07:28 PM
| |||
| |||
 Re: mutual fund symbols A more pedantic answer can be found at http://umpmfaq.info/faqdb.php?q=59. "Dena" <Denaf[at]hotmail.com> wrote in message news:030c01c47d71$b5607330$3a01280a[at]phx.gbl... - quote - > I have an IRA and a regular fund with the same mutual > fund. Money won't let me use the fund symbol twice. Is > there a work-around? > Thanks for any help. > Dena |
|
#1
08-08-2004, 06:26 PM
| |||
| |||
| Re: mutual fund symbols In microsoft.public.money, Ron Rosenfeld wrote: - quote - > On Sun, 8 Aug 2004 11:01:20 -0700, "Dena" <Denaf[at]hotmail.com> wrote:
.... and use the drop-down list when you enter a subsequent Buy of> > I have an IRA and a regular fund with the same mutual > > fund. Money won't let me use the fund symbol twice. Is > > there a work-around? > > Thanks for any help. > > Dena > Your IRA account and Regular account should be set up as two separate > Investment Accounts. > The mutual fund is then purchased within each account. > e.g: > My IRA Account > purchase 1000 shares of XYZ > My Regular Account > purchase 600 shares of XYZ the same security, rather than typing in a name. |
|
08-08-2004, 06:13 PM
| |||
| |||
| Re: mutual fund symbols On Sun, 8 Aug 2004 11:01:20 -0700, "Dena" <Denaf[at]hotmail.com> wrote: - quote - > I have an IRA and a regular fund with the same mutual
Your IRA account and Regular account should be set up as two separate> fund. Money won't let me use the fund symbol twice. Is > there a work-around? > Thanks for any help. > Dena Investment Accounts. The mutual fund is then purchased within each account. e.g: My IRA Account purchase 1000 shares of XYZ My Regular Account purchase 600 shares of XYZ --ron |
|
#-1
08-08-2004, 06:01 PM
| |||
| |||
| mutual fund symbols I have an IRA and a regular fund with the same mutual fund. Money won't let me use the fund symbol twice. Is there a work-around? Thanks for any help. Dena |
| Tags |
| fund, mutual, symbols |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| EDIT FUND SYMBOLS DAVID SWINGLE: I ENTERED SOME FUNDS AND MIXED THE SYMBOLS UP. NOW I CAN'T FIGURE OUT HOW TO GET THE RIGHT SYMBOLS TO THE RIGHT FUND NAMES. I DELETED THE ACCOUNT,... | Microsoft Money | 2 | 04-04-2004 01:55 PM | |
| Mutual Fund Merger Kelvin: I read the posting from Oct 03 and followed the suggestion. I completed the ratio as instructed. Problem is now I cannot change the investment... | Microsoft Money | 1 | 01-26-2004 04:25 PM | |
| Fund Symbols Raynar: I have several investment account with different banks. I do hold the same fund in two different banks. When I try to apply a fund symbol to the... | Microsoft Money | 2 | 10-03-2003 02:59 AM | |
| M2004: Can a money market fund be changed to regular mutual fund? Aloke Prasad: My retirement plan (TSP for Govt employees) used a system of providing quarterly valuations. I handled this by creating an investment called CFund... | Microsoft Money | 4 | 08-26-2003 01:36 AM | |
| Mutual Fund ??? fountain 27: I can not get the "gain" column to calculate correctly on the mutual funds I own? Any suggestions? | Microsoft Money | 1 | 07-13-2003 09:48 PM | |
| Thread Tools | |
| Display Modes | |
| |
Linear Mode
