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#1
02-09-2006, 06:45 PM
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 Re: Multiple Accounts held at the SAME Institution with DIFFERENT logons You know. I firgured it out. You just have to change the name of the Financial Institution just slightly, then you can set up another online services. It looks like it allows only one Online Setup per financial service. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:gl2nu1t0o16mheifedroo2spn9ls8apkb6[at]4ax.com... - quote - > In microsoft.public.money, Daniel wrote: > > I am trying to sync Money 2006 to my Banc of America Investment Services > > accounts. I have two accounts with two DIFFERENT logons, an IRA and a > > regular brokerage. Money will sync fine to one or the other, but I can't set > > it up to sync to both because when I click on Online Services it is already > > setup so I can't add a different login, etc. > What happens when you go to create a new investment account, and > tell Money it is also at BOA Investment Services? Doesn't it ask if > it is for a different login? > Does it ask if it is for a different user ID? |
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02-09-2006, 05:35 PM
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| Re: Multiple Accounts held at the SAME Institution with DIFFERENT logons In microsoft.public.money, Daniel wrote: - quote - > I am trying to sync Money 2006 to my Banc of America Investment Services
What happens when you go to create a new investment account, and> accounts. I have two accounts with two DIFFERENT logons, an IRA and a > regular brokerage. Money will sync fine to one or the other, but I can't set > it up to sync to both because when I click on Online Services it is already > setup so I can't add a different login, etc. tell Money it is also at BOA Investment Services? Doesn't it ask if it is for a different login? Does it ask if it is for a different user ID? |
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#-1
02-09-2006, 04:39 PM
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| Multiple Accounts held at the SAME Institution with DIFFERENT logons I am trying to sync Money 2006 to my Banc of America Investment Services accounts. I have two accounts with two DIFFERENT logons, an IRA and a regular brokerage. Money will sync fine to one or the other, but I can't set it up to sync to both because when I click on Online Services it is already setup so I can't add a different login, etc. -- Daniel Blackmon Project Lead - Software Engineer Worldwide Environmental Products Inc. |
| Tags |
| accounts, held, institution, logons, multiple |
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