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Old 08-02-2004, 02:30 PM
Cal Learner-- MVP
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Default Re: cannot setup 3rd account with Ameritrade - searched FAQs

In microsoft.public.money, Ron wrote:

- quote -

> Original problem was I could not set up my ROTH and IRA accounts with Ameritrade, only my trading account. I searched the FAQ sites found the answer and set them up. Now I can't re-setup my trading account. I tried all day then finally decided to permanently delete the trading account after I found, made a list, and deleted all the linked transactions from my other accounts. I gave the account a new name and set the financial services name to Ameritrade Stocks. Went through the online setup and after it connected it said "No online services available". The account is not listed in Online services manager not is Online setup an option in the Account Details. My ther two accounts are working flawlessly and I have . What can I do next to make this work?

Often a financial institution will set up the multiple accounts to
be accessed in the same OFX access. Other times they are set up as
separate accounts with different passwords to do the OFX access for
each account. Apparently your are set up as independent accounts.

Try entering "two accounts" into the Ask Money box of Help; see if
that helps.

Or, in other words, set up the institution to specify that the
institution is at "Ameritrade Alice" or some such. Then on the next
window you "Confirm the name of your financial institution" to
Ameritrade from the list.

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.


  #-1  
Old 08-02-2004, 01:45 PM
Ron
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Default cannot setup 3rd account with Ameritrade - searched FAQs

Original problem was I could not set up my ROTH and IRA accounts with Ameritrade, only my trading account. I searched the FAQ sites found the answer and set them up. Now I can't re-setup my trading account. I tried all day then finally decided to permanently delete the trading account after I found, made a list, and deleted all the linked transactions from my other accounts. I gave the account a new name and set the financial services name to Ameritrade Stocks. Went through the online setup and after it connected it said "No online services available". The account is not listed in Online services manager not is Online setup an option in the Account Details. My ther two accounts are working flawlessly and I have . What can I do next to make this work?

Thanks
Ron
 

Tags
3rd, account, ameritrade, faqs, searched, setup
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