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Old 02-15-2005, 01:15 PM
MikeMoney
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Posts: n/a
Default RE: Download Statements - Always getting the same information

I think I got this fixed. I probably should have said that this account is a
transfer from another institution. What I had done, was simply set up a new
account for Scottrade and downloaded that activity, then deleted the old
account.

So I restored from a good backup yesterday, deleted the Scott account, set
up the Scott account again, then CLOSED the other account. That let me
transfer the assets to the Scott account. Now when I download statements, I
don't continually get the statement to review from Scott. Don't know which
of those steps was important, but it accomplished the objective I had.

"MikeMoney" wrote:

- quote -

> I just opened an account at Scottrade and have two holdings in the account.
> Whenever I download statements, I have two items for the account at Scottrade
> even though the heading at the top of the page says "you have no unread
> statements." I click on that row and am taken to the "Review investment
> holdings" screen. I see my two stocks and the only thing I can do is click
> "finish" which I do, and am returned to the screen showing all accounts and
> any unread items/statements.
> I could do this process 1000 times in a row with the same results. What is
> this process and how can I make it stop?

 
Old 02-14-2005, 04:00 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Download Statements - Always getting the same information

In microsoft.public.money, MikeMoney wrote:

- quote -

> I just opened an account at Scottrade and have two holdings in the account.
> Whenever I download statements, I have two items for the account at Scottrade
> even though the heading at the top of the page says "you have no unread
> statements." I click on that row and am taken to the "Review investment
> holdings" screen. I see my two stocks and the only thing I can do is click
> "finish" which I do, and am returned to the screen showing all accounts and
> any unread items/statements.
> I could do this process 1000 times in a row with the same results. What is
> this process and how can I make it stop?


See if this helps:

In Internet Explorer delete your browser temporary files with
Tools-> InternetOptions-> DeleteFiles.

Then open Money with Start-> Run and entering
"msmoney -s" without the quotes into the box.

  #-1  
Old 02-14-2005, 10:27 AM
MikeMoney
Guest
 
Posts: n/a
Default Download Statements - Always getting the same information

I just opened an account at Scottrade and have two holdings in the account.
Whenever I download statements, I have two items for the account at Scottrade
even though the heading at the top of the page says "you have no unread
statements." I click on that row and am taken to the "Review investment
holdings" screen. I see my two stocks and the only thing I can do is click
"finish" which I do, and am returned to the screen showing all accounts and
any unread items/statements.

I could do this process 1000 times in a row with the same results. What is
this process and how can I make it stop?
 

Tags
download, information, statements
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