One thing to note though:
The sign-in for the download from the older Mutual Fund account system is slightly different from the new(er) brokerage account system.
Read the sign-in questions very closely.
_________
I don't recall exactly how they went, but I have a family member with both types of accounts, and they had to download the data separately.....it took us several tries with the newer brokerage sign-in, that didn't work for us at first, because we failed to read closely as to what info they wanted with the sign-in....head slapped..then sign-in worked just fine.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
