Aloha - New member, and very pleased thus far.

Question: When trying to setup investment accounts (Fidelity or USAA
or Janus), while it will allow me to direct connect, and everything
looks o.k., it doesn't actually download any information into the file
(i.e. balances, cash, etc.).

Also, it seems, that opposed to my older Quicken, there's not really
an "investment profile" ledger, with cash, shares, share price, etc.
Is that something in the works?

Many thanks,
Brett

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