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Old 10-18-2003, 10:10 PM
Cal Learner-- MVP
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Default Re: Fidelity Investments & NetBenefits - multiple account setup

In microsoft.public.money, Hitesh Patel wrote:

- quote -

> we have regular joint brokerage account with linked to my
> netbenefits account. my wife's netbenefits cannot be
> linked to this brokerage account (do not ask me why but
> that's what fidelity tells me).
> i've setup Money online services for brokerage and my
> netbenefits. but, i'm unable to access my wife's
> netbenefits account via Money's online setup. it complains
> about account not found. is there a way to directly access
> netbenefits accounts without doing thru fidelity
> investment financial institution?



You can create a new account for your wife but when you get to the
"Assign a financial institution" window specify that the
institution is at "Fidelity Wife" or some such. Then on the next
window you "Confirm the name of your financial institution" to
Fidelity Investments from the list.

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.

  #-1  
Old 10-18-2003, 06:26 PM
Hitesh Patel
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Posts: n/a
Default Fidelity Investments & NetBenefits - multiple account setup

we have regular joint brokerage account with linked to my
netbenefits account. my wife's netbenefits cannot be
linked to this brokerage account (do not ask me why but
that's what fidelity tells me).

i've setup Money online services for brokerage and my
netbenefits. but, i'm unable to access my wife's
netbenefits account via Money's online setup. it complains
about account not found. is there a way to directly access
netbenefits accounts without doing thru fidelity
investment financial institution?

thanks a lot
hitesh
 

Tags
account, fidelity, investments, multiple, netbenefits, setup
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