| | |||
| |||
| 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 tobe 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
| |||
| |||
| 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 |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Investment account setup Gene: I've set up an investment account, but I have multiple funds (accounts) with the same company. I would like to have the Investment Account in... | Microsoft Money | 2 | 08-17-2003 11:05 PM | |
| Re: Setup of Cash Account Dick Watson: You have to categorize ATM withdrawals as Transfer:. There's nothing magic about a cash account that makes it recognize ATM withdrawals. "Kevin"... | Microsoft Money | 1 | 08-05-2003 04:46 AM | |
| Thread Tools | |
| Display Modes | |
| |