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can I download Mutual Fund account holdings

  • Asked by Dennis A from Seattle
  • Dec 28, 2012

1 Answer from the Community

  • Answer

    iBank readily downloads financial data from most institutions. For a mutual fund (as well as other types of securities), it needs to be listed on Yahoo! Finance and the bank or financial institution must offer account data in a downloadable format (of course nearly all do).

    • Answered by Scott B from Putney
    • Jan 7, 2013