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Old 01-13-2005, 02:59 AM
Dick Watson
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Default Re: Same Investment in mult. accounts

A slightly more pedantic answer can be found at
http://umpmfaq.info/faqdb.php?q=59.

"MTG__NJ" <MTG__NJ[at]discussions.microsoft.com> wrote in message
news:2F16D6EC-E8B6-4234-AB02-A2E3751AB79D[at]microsoft.com...
- quote -

> I have the same investments (mutual fund) being held in two different
> accounts (brokers), when i try to add the Symbol on the second accout, it
> tells me that it's alread in use. If I try to use the same Name, I get
> the
> same message. How do I setup the fund in two accounts and still be able
> to
> setup the symbols to update automatically for me??



 
Old 01-13-2005, 02:48 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: Same Investment in mult. accounts

In microsoft.public.money, MTG__NJ wrote:

- quote -

> have the same investments (mutual fund) being held in two different
> accounts (brokers), when i try to add the Symbol on the second accout, it
> tells me that it's alread in use. If I try to use the same Name, I get the
> same message. How do I setup the fund in two accounts and still be able to
> setup the symbols to update automatically for me??


You got a message that a symbol is already in use? Create a
security only once. Thereafter choose it from the drop-down list.

  #-1  
Old 01-13-2005, 02:29 AM
MTG__NJ
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Posts: n/a
Default Same Investment in mult. accounts

I have the same investments (mutual fund) being held in two different
accounts (brokers), when i try to add the Symbol on the second accout, it
tells me that it's alread in use. If I try to use the same Name, I get the
same message. How do I setup the fund in two accounts and still be able to
setup the symbols to update automatically for me??

 

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accounts, investment, mult
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