Replies to post #19 on Foliofn

[WTMHouston]

Thanks for the info.

I read on their site that they maintain detailed CG records that are downloadable, which is an attractive function to me -- especially being able to manually configure lots for sales. If I can drop it into the Quicken, it makes the accountant a lot happier.

Based on what you wrote, I suspect not, but have you seen this element of their service?

I agree that it would be very nice for the 401k, but even though I am the trustee for our 401k, we are locked into a long term agreement elsewhere -- so, for now, it is not a possibility. Besides, even though it might be nice for me, it would probably not pass the prudence test for most other folks in our plan -- they are not a very financially savvy lot. Even choosing mutual funds, quantity and quality, is a daunting task for most of them.