merge two online accounts with different numbers

#1 06-09-2008, 03:28 PM

Try this Knowledge Base - It may help you to set up the account settings.

http://support.microsoft.com/kb/910214

Good luck

"weber24601" wrote:

- quote -

> Is there a way to have online updates combine downloads from multiple account
> numbers into a single account?
> At Vanguard, I have four mutual funds. Three of them have a common account
> number, and one of them does not. But Vanguard treats all four of these
> funds the same, they have the same login/password on the website, and I get a
> combined statement for all four of them.
> Money sees that the account number is different on the one fund, and sets up
> a different account just for that fund. So all the Vanguard totals on my
> reports don't match the statements that I get from Vanguard, or the way I
> think about the account, because of this arbitrary division.
> Can I associate two account numbers with a single Money account to fix this?

05-21-2008, 01:56 PM

I have the same problem except I have three different accounts. I
know of no way to do this. I guess I just have to live with it.

On May 20, 4:49*pm, weber24601 <weber24...[at]discussions.microsoft.comwrote:
- quote -

> Is there a way to have online updates combine downloads from multiple account
> numbers into a single account?
> At Vanguard, I have four mutual funds. *Three of them have a common account
> number, and one of them does not. *But Vanguard treats all four of these
> funds the same, they have the same login/password on the website, and I get a
> combined statement for all four of them.
> Money sees that the account number is different on the one fund, and sets up
> a different account just for that fund. *So all the Vanguard totals on my
> reports don't match the statements that I get from Vanguard, or the way I
> think about the account, because of this arbitrary division.
> Can I associate two account numbers with a single Money account to fix this?

#-1 05-20-2008, 09:49 PM

Is there a way to have online updates combine downloads from multiple account
numbers into a single account?

At Vanguard, I have four mutual funds. Three of them have a common account
number, and one of them does not. But Vanguard treats all four of these
funds the same, they have the same login/password on the website, and I get a
combined statement for all four of them.

Money sees that the account number is different on the one fund, and sets up
a different account just for that fund. So all the Vanguard totals on my
reports don't match the statements that I get from Vanguard, or the way I
think about the account, because of this arbitrary division.

Can I associate two account numbers with a single Money account to fix this?

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