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Old 01-12-2004, 01:12 AM
Cal Learner-- MVP
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Default Re: Cannot download two separate accts from one bank

In microsoft.public.money, Paul wrote:

- quote -

> I have an account and my wife has another at the same
> bank. we have separate Member IDs and PINs. Now I
> followed the instructions in Money that says to just
> rename the bank to something that identifies hers and
> mine. Well I did that. But when I try to logon and
> download her statements it says to verify user info and
> password. I verified all that with the bank, they say
> it's correct. Does Money send my real name and check if
> I'm on that account or what?


Change the institution. 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 01-11-2004, 10:20 PM
Paul
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Posts: n/a
Default Cannot download two separate accts from one bank

I have an account and my wife has another at the same
bank. we have separate Member IDs and PINs. Now I
followed the instructions in Money that says to just
rename the bank to something that identifies hers and
mine. Well I did that. But when I try to logon and
download her statements it says to verify user info and
password. I verified all that with the bank, they say
it's correct. Does Money send my real name and check if
I'm on that account or what?
 

Tags
accts, bank, download, separate
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