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Getting positions, historical portfolio value and trade in the IRA and Traditional IRA
Hi all, I have a traditional IRA and a Roth IRA under the same account as my regular brokerage account and I was wondering if there is a way I could specify the account number to my positions, historical portfolio value and trade in the IRA and Traditional IRA. Version 3.0.6 does the above only for the regular brokerage account not the IRAs. Thanks