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How do I set up my BNY Mellon Wealth Management account in Quicken or Money?

April 26, 2017account bny Management Mellon money Quicken wealth

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How do I set up my BNY Mellon Wealth Management account in Quicken or Money?

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In Quicken, even though there is an option for Single Mutual Fund, the best way to set up your Private Wealth Management account is to select the Brokerage choice. In Money, all investment accounts are set up the same way.