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| In microsoft.public.money, Paul wrote: - quote - > I have an account and my wife has another at the same
Change the institution. When you get to the "Assign a financial> 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? 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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| 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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