Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #8  
Old 12-20-2008, 10:42 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

In microsoft.public.money, BocaBoy wrote:

- quote -

> But only one can update itself automatically. The other(s) have to be done
> manually.


What I suspect you have done is to create a second version, with a
new name, of the first security. What you should have done is to
enter a Buy of the *same* security originally. What you could do at
this point is to go to the details of your second version, and click
CombineWith to combine it with the first one -- the one with the
symbol.

Be prepared to File-> Restore a backup if you don't like the result.


- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, BocaBoy wrote:
> > > > You can choose the security, but as soon as you try and enter the ticker
> > > symbol, you get an error that it already exists. Of course it does, in
> > > another brokerage account. The only way to have the price updated is to do it
> > > manually.
> > > > > I'm a bit baffled at the limitation. I understand that occasionally there
> > > are inadvertently duplicate accounts in Money, but if you've been around for
> > > awhile and worked at several jobs, there is a good chance that you have more
> > > than one brokerage account with some of the same investments. You should be
> > > able to automate the update process with having the ticker symbol twice.
> > > > > For the record, Support confirms this limitation. You can't have the same
> > > ticker symbol in two separate accounts. It can only appear and be updated in
> > > one.
> > > Same ticker means same security. Any number of accounts can contain

> > that security.
> >
  #7  
Old 12-20-2008, 10:10 PM
BocaBoy
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

But only one can update itself automatically. The other(s) have to be done
manually.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, BocaBoy wrote:
> > You can choose the security, but as soon as you try and enter the ticker
> > symbol, you get an error that it already exists. Of course it does, in
> > another brokerage account. The only way to have the price updated is to do it
> > manually.
> > > I'm a bit baffled at the limitation. I understand that occasionally there

> > are inadvertently duplicate accounts in Money, but if you've been around for
> > awhile and worked at several jobs, there is a good chance that you have more
> > than one brokerage account with some of the same investments. You should be
> > able to automate the update process with having the ticker symbol twice.
> > > For the record, Support confirms this limitation. You can't have the same

> > ticker symbol in two separate accounts. It can only appear and be updated in
> > one.

> Same ticker means same security. Any number of accounts can contain
> that security.

  #6  
Old 12-20-2008, 10:05 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

In microsoft.public.money, BocaBoy wrote:

- quote -

> You can choose the security, but as soon as you try and enter the ticker
> symbol, you get an error that it already exists. Of course it does, in
> another brokerage account. The only way to have the price updated is to do it
> manually.
> I'm a bit baffled at the limitation. I understand that occasionally there
> are inadvertently duplicate accounts in Money, but if you've been around for
> awhile and worked at several jobs, there is a good chance that you have more
> than one brokerage account with some of the same investments. You should be
> able to automate the update process with having the ticker symbol twice.
> For the record, Support confirms this limitation. You can't have the same
> ticker symbol in two separate accounts. It can only appear and be updated in
> one.


Same ticker means same security. Any number of accounts can contain
that security.

  #5  
Old 12-20-2008, 09:47 PM
BocaBoy
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

You can choose the security, but as soon as you try and enter the ticker
symbol, you get an error that it already exists. Of course it does, in
another brokerage account. The only way to have the price updated is to do it
manually.

I'm a bit baffled at the limitation. I understand that occasionally there
are inadvertently duplicate accounts in Money, but if you've been around for
awhile and worked at several jobs, there is a good chance that you have more
than one brokerage account with some of the same investments. You should be
able to automate the update process with having the ticker symbol twice.

For the record, Support confirms this limitation. You can't have the same
ticker symbol in two separate accounts. It can only appear and be updated in
one.
  #4  
Old 12-20-2008, 09:26 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

In microsoft.public.money, BocaBoy wrote:

- quote -

> Steve, this doesn't have anything to do with the brokerage. Money won't let
> me create the account more than once at the same brokerage.
> The same is true
> if you own the same stock in two separate accounts. You can only enter the
> stock once, in one account. When you go to try and enter the ticker the
> second time, Money returns an error that it already exists.


You got a message that a symbol is already in use? Create a
security only once. Thereafter choose it from the drop-down list.
  #3  
Old 12-20-2008, 09:17 PM
BocaBoy
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

Kevin, it doesn't have anything to do with the naming convention. I've tried
what you suggested, but Money won't create two accounts from the same
brokerage. As you can see from my response to Steve in this same string, you
can't have the same stock ticker in two separate accounts either. Seems
stupid to me, but I guess the Money development team is too stubborn to
change it.
  #2  
Old 12-20-2008, 09:15 PM
BocaBoy
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

Steve, this doesn't have anything to do with the brokerage. Money won't let
me create the account more than once at the same brokerage. The same is true
if you own the same stock in two separate accounts. You can only enter the
stock once, in one account. When you go to try and enter the ticker the
second time, Money returns an error that it already exists.
  #1  
Old 12-20-2008, 03:21 PM
Kevin
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

File > New > New Account > follow the prompts
Make sure your naming each account with a seperate name. For example
Broker-name (me alone), Broker-name (wife) and Broker-name (joint) when your
setting them up.
-Kevin

"BocaBoy" <BocaBoy[at]discussions.microsoft.com> wrote in message
news:A4D49D0B-1ACE-4617-BA58-70886B173F86[at]microsoft.com...
- quote -

> I have three accounts at one broker, all under separate account numbers.
> How
> can I force Money to open multiple accounts from the same brokerage?
> Me alone
> Wife alone
> Joint
> Each time I try to do this, it gives me an error message that the account
> already exists.
> Any help would be appreciated.
> Thanks!



 
Old 12-20-2008, 02:22 PM
SteveBell
Guest
 
Posts: n/a
Default Re: Multiple accounts at the same brokerage

BocaBoy | 12/20/2008 | 8:22:01 AM wrote:

- quote -

> I have three accounts at one broker, all under separate account
> numbers. How can I force Money to open multiple accounts from the
> same brokerage?
> Me alone
> Wife alone
> Joint
> Each time I try to do this, it gives me an error message that the
> account already exists.


Call the IT support people at your brokerage. They've without doubt
helped people with this issue before.

I use Ameriprise. When I first started there, I had to have them enable
each person's group of accounts separately for Money access.

--
Steve Bell
New Life Home Improvement
Arlington, TX USA
  #-1  
Old 12-20-2008, 01:22 PM
BocaBoy
Guest
 
Posts: n/a
Default Multiple accounts at the same brokerage

I have three accounts at one broker, all under separate account numbers. How
can I force Money to open multiple accounts from the same brokerage?

Me alone
Wife alone
Joint

Each time I try to do this, it gives me an error message that the account
already exists.

Any help would be appreciated.

Thanks!
 

Tags
accounts, brokerage, multiple
Similar Threads
Thread Forum Replies Last Post
Two accounts at one brokerage
Globfly: I would like to have both my accounts at my brokerage download transactions. Right now, it only lets me set up one account. Why? Thanks
Microsoft Money 4 05-14-2007 11:52 PM
Merging brokerage accounts
Gordon: Ameritrade and TD Waterhouse are in the process of merging into one brokerage company. I have active accounts with both firms, but will now have to...
Microsoft Money 1 06-25-2005 07:02 PM
Linking to Schwab brokerage accounts
Jay: Two or three months ago, Microsoft changed the investor service on msn.com so it no longer imports data from Schwab. As a result I have been unable...
Microsoft Money 3 10-03-2004 01:25 PM
How to set up two accounts with one brokerage?
Billy1258: I am using MS Money 2003. I have two accounts with one online brokerage. One is my 401k and one is just some stocks. In order to log in, I have...
Microsoft Money 1 06-09-2004 02:28 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:15 AM.