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Old 08-10-2007, 04:32 AM
Steve
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Default Re: MS Money 2007 doesn't add all my accounts?

=?Utf-8?B?U3RldmU=?= <Steve[at]discussions.microsoft.com> wrote on 09 Aug
2007 in group microsoft.public.money:

- quote -

> I have 3 accounts at Ameriprise and when I set up money 07 to
> download from there, it only grabs the 1st one, not all 3. I was
> wondering how I can have money 07 pick up all 3?
> If I login to Ameriprise I obviously see all 3 and using my portfolio
> manager from Bank Of America online, it also pulled all 3.
> It seems Money is having an issue?


Ameriprise has to set up each account individually to work with Money.
You'll have to call the Ameriprise tech support center. If you open an
additional account with Ameriprise in the future, you'll have to call tech
support again to have it hooked to your Money system. I guess it's a
security thing.
--
Steve B.
New Life Home Improvement
 
Old 08-09-2007, 03:40 PM
Cal Learner-- MVP
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Default Re: MS Money 2007 doesn't add all my accounts?

In microsoft.public.money, Steve wrote:

- quote -

> I have 3 accounts at Ameriprise and when I set up money 07 to download from
> there, it only grabs the 1st one, not all 3. I was wondering how I can have
> money 07 pick up all 3?


Only the brokerage account is downloading? See
http://www.ameriprise.com/amp/global...ey-quicken.asp

If all three are investment accounts, I would contact Ameriprise
customer support.

- quote -

> If I login to Ameriprise I obviously see all 3 and using my portfolio
> manager from Bank Of America online, it also pulled all 3.
> It seems Money is having an issue?


Ameriprise provides their own real OFX servers.

- quote -

> Please Advise
  #-1  
Old 08-09-2007, 03:24 PM
Steve
Guest
 
Posts: n/a
Default MS Money 2007 doesn't add all my accounts?

I have 3 accounts at Ameriprise and when I set up money 07 to download from
there, it only grabs the 1st one, not all 3. I was wondering how I can have
money 07 pick up all 3?

If I login to Ameriprise I obviously see all 3 and using my portfolio
manager from Bank Of America online, it also pulled all 3.

It seems Money is having an issue?

Please Advise

--
Steve
 

Tags
2007, accounts, add, money
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