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Old 01-05-2008, 12:31 PM
Matt
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Default RE: Investment Accounts

I believe that I have proper access from the financial institution site
through Money since it downloaded the positions in the account originally.
Subsequent updates get the message.

"jmburton2001" wrote:

- quote -

> I've noticed that on my investment accounts, the website username and
> password are NOT the same username and password used for Money access.
> Sometimes you have to tell them to initiate Money access for investment
> accounts by selecting that option with your bank or brokerage firm. This may
> be as simple as selecting an option in your preferences. Search your
> investment site for how to access your accounts with Money.
> "Matt" wrote:
> > My wife and I each have opened investment accounts at our local bank. So we
> > have "BANK INVEST ACT#1" and "BANK INVESTACT #2" set up in Money for these
> > accounts, #1 for my account user name and password with the bank and #2 for
> > hers. When I update my accounts, that bank's retail accounts
> > (checking/savings) update with no problem, but I get the following message on
> > the Investing Accounts: Microsoft Money could not update your account.
> > Please try to update your account again. If the problem continues contact
> > customer support." I have checked and rechecked that our user name and
> > passwords have been entered correctly, but I get this error 99% of the time I
> > try to update. Any thoughts? Thanks in advance.

 
Old 01-05-2008, 12:16 PM
jmburton2001
Guest
 
Posts: n/a
Default RE: Investment Accounts

I've noticed that on my investment accounts, the website username and
password are NOT the same username and password used for Money access.
Sometimes you have to tell them to initiate Money access for investment
accounts by selecting that option with your bank or brokerage firm. This may
be as simple as selecting an option in your preferences. Search your
investment site for how to access your accounts with Money.

"Matt" wrote:

- quote -

> My wife and I each have opened investment accounts at our local bank. So we
> have "BANK INVEST ACT#1" and "BANK INVESTACT #2" set up in Money for these
> accounts, #1 for my account user name and password with the bank and #2 for
> hers. When I update my accounts, that bank's retail accounts
> (checking/savings) update with no problem, but I get the following message on
> the Investing Accounts: Microsoft Money could not update your account.
> Please try to update your account again. If the problem continues contact
> customer support." I have checked and rechecked that our user name and
> passwords have been entered correctly, but I get this error 99% of the time I
> try to update. Any thoughts? Thanks in advance.

  #-1  
Old 01-05-2008, 12:09 PM
Matt
Guest
 
Posts: n/a
Default Investment Accounts

My wife and I each have opened investment accounts at our local bank. So we
have "BANK INVEST ACT#1" and "BANK INVESTACT #2" set up in Money for these
accounts, #1 for my account user name and password with the bank and #2 for
hers. When I update my accounts, that bank's retail accounts
(checking/savings) update with no problem, but I get the following message on
the Investing Accounts: Microsoft Money could not update your account.
Please try to update your account again. If the problem continues contact
customer support." I have checked and rechecked that our user name and
passwords have been entered correctly, but I get this error 99% of the time I
try to update. Any thoughts? Thanks in advance.
 

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accounts, investment
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