Which investment firm? I'm in a similar position and haven't had any problem
getting all of our accounts to download via the same logon/password.

--
Michael Gordon
MVP


"BC" <BC[at]discussions.microsoft.com> wrote in message
news:1D504833-79FB-454F-B387-A332A3936707[at]microsoft.com...
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Money 2006 Deluxe

"Cal Learner-- MVP" wrote:

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In microsoft.public.money, BC wrote:

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Really? What program are you running now?

Here's the situation: My wife and I both have accounts at the same
investment firm. Since we have IRA's I cannot update both of our information
from one logon/password. My wife and I do, however, share some accounts.
So, I update my accounts and our shared accounts from my logon/password. I
update my wife's individual accounts from her logon/password. Money also
wants to update our shared accounts from my wife's logon/password but I've
told Money that the our shared accounts from her logon/password are "closed."
Money apparently can't handle this typical situation to determine that
accounts from different logon/passwords may actually be joint accounts.
Anyway, I've gotten around that but a new issue crept up within the last
month. My wife's logon/password was successfully updating her accounts.
Lately, however, her logon/password will update all of our shared accounts
and my individual accounts!! So, Money will add multiple duplicate accounts
to my account list for shared and my accounts and it will FAIL to update her
accounts. Money appears to be updating accounts successfully through my
logon/password and then will run her update using my logon/password! I've
re-setup her logon process many times and I've confirmed her update uses her
logon/password, not mine. So why would Money think it's updating her
information when in fact it tries to update mine twice? Strange I realize,
but I'm at a loss. The next step is to change to Quicken.