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| I ha ve multiple Fidelity accounts also. If by educational account you mean that it is a 403B or 401A (or even a 401K) then that account is an institutional account and must be set up with the institutional side of Fidelity instead of the commercial side. If it is a institutional retirement, it uses a different web site and in the past not all institutions would pay the cost of allowing automatic download. Not certain where this last item stands now. I have 4 accounts on the retirement side and 5 on the commercial side. "- Bobb -" <bobb[at]noemail.123> wrote in message news:emPr62RBHHA.2276[at]TK2MSFTNGP03.phx.gbl... - quote - > I have 3 accounts at Fidelity - it works fine: it's a "setup thing ". > Did you create 2 accounts ? not one. > You create 2 accounts and they happen to both be at Fidelity. Create the > accounts , then update the brokerage info screen with your account number > / password etc. for each. > I called mine : > Fidelity Brokerage > Fidelity IRA > and > Roth IRA > and that's how they appear on my screen - not as " one Fidelity Account" > OK ? > Bobb > "John" <John[at]discussions.microsoft.com> wrote in message > news:179EBFD4-5E97-4A1D-B935-7786DB3FF159[at]microsoft.com... > > I have two Fidelity accounts, a brokerage and an Educational Account. When > > I > > try to set up these accounts in Money 2006, none of the Education Account > > information is imported. Money 2006 sets up the two accounts, but there > > is no > > balance or transaction history for the Educational Account. It seems as > > though Money sees there is an account but is not able to access anything. > > It > > looks like I'll have to enter and update all Educational transactions > > manually. > > > Any suggestions on how to resolve this? > > > Thanks, > > John > > Money 2006 Deluxe, IE 6, XP SP2. > |
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| I have 3 accounts at Fidelity - it works fine: it's a "setup thing ". Did you create 2 accounts ? not one. You create 2 accounts and they happen to both be at Fidelity. Create the accounts , then update the brokerage info screen with your account number / password etc. for each. I called mine : Fidelity Brokerage Fidelity IRA and Roth IRA and that's how they appear on my screen - not as " one Fidelity Account" OK ? Bobb "John" <John[at]discussions.microsoft.com> wrote in message news:179EBFD4-5E97-4A1D-B935-7786DB3FF159[at]microsoft.com... - quote - > I have two Fidelity accounts, a brokerage and an Educational Account. > When I > try to set up these accounts in Money 2006, none of the Education > Account > information is imported. Money 2006 sets up the two accounts, but > there is no > balance or transaction history for the Educational Account. It seems > as > though Money sees there is an account but is not able to access > anything. It > looks like I'll have to enter and update all Educational transactions > manually. > Any suggestions on how to resolve this? > Thanks, > John > Money 2006 Deluxe, IE 6, XP SP2. |
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| I have two Fidelity accounts, a brokerage and an Educational Account. When I try to set up these accounts in Money 2006, none of the Education Account information is imported. Money 2006 sets up the two accounts, but there is no balance or transaction history for the Educational Account. It seems as though Money sees there is an account but is not able to access anything. It looks like I'll have to enter and update all Educational transactions manually. Any suggestions on how to resolve this? Thanks, John Money 2006 Deluxe, IE 6, XP SP2. |
| Tags |
| accounts, fidelity, import, multiple |
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