Multiple Accounts

Managing trading & investments
1

I have an Interactive Investor portfolio, that is made up of multiple accounts - GIA, ISA and SIPP.
I can’t find a way to set this up in Sharesight that doesn’t require each one being a separate portfolio.

Am I missing something. I can’t believe that ever account needs to be its own portfolio, does it ?

Thanks

1 Like
2

Hi @britishnick we recommend creating separate Sharesight portfolios for each tax entity.

3

I have the same problem. For example, at one broker I have a brokerage account and a rolled-over IRA account. And at fidelity, I have 4 different 401K accounts from 4 different previous employers (2 for me, 2 for my wife). In total, I would need more than 10 porfolios which is the maximum for the most expensive plan.