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| 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. |
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| 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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