multiple accounts vs single security detail

I happen to have a Fidelity mutual fund in 3 different accounts. The personal portfolio, and 2 IRA's -

I can see all 3 accounts on the investing screen, but was wondering about the Security Detail screen ?

Should see a single screen, with all transactions listed, and the grand total holdings for all 3 accounts ? OR - Should I see a separate "security detail" screen for each holding ?

I could see Q2004 going either way... The Security Detail shows everything about that single security, no matter how many different accounts might be involved, or it could show the detail, but in a per account holding manner.

Reply to
Phil Schuman
Loading thread data ...

Security Detail View shows everything for the Security ... no matter what Q investment account it's held in.

db

Reply to
danbrown

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.