How do I Combine Four Investment Accounts into One Account??

I just opened an account at Janus and purchased 4 funds.  On the Janus web site they are listed under my SSN and a single account number, but when I used the Quicken Premier Online set-up; 4 accounts with a single fund each were created.  How can I get them to be consolidated under a single Janus account???

I tried deleting 3 of the accounts and re-setting up the accounts to be directed into the remaining "Master" Janus account.  But the Janus account was not avalible to be selected.  I understand that Quicken can't control how Janus provides a download, but why can't it provide a means to group multiple downloaded accounts into a consolidated account?  I really don't want to have any more accounts shown in the accounts bar.

I've used Quicken since 1993 to track investments so I am not a novice.  

Does anyone have an answer?


2 people found this helpful

Isn't it possible that Janus requires a separate account for each fund...even if they have the same account numbers?

That has occurred before.

Did you try contacting Janus and see what they say?
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