2 401K accounts and 2 Fidelity accounts 1 money file

#2 04-09-2004, 01:08 PM

In microsoft.public.money, Scott wrote:

- quote -

> I have tried this, step 5 of the topic says go to set up
> online and follow prompts. Problem is as far as I can
> see there is no way to set up a second account at the
> same instutution
> It is not in the help file, or at least I can't find it
> there.

Let me give you a different description:

Create the new account 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 04-09-2004, 11:57 AM

I have tried this, step 5 of the topic says go to set up
online and follow prompts. Problem is as far as I can
see there is no way to set up a second account at the
same instutution

It is not in the help file, or at least I can't find it
there.

- quote -

> -----Original Message-----
> In microsoft.public.money, scott wrote:
> > I am new from Money 2004. I have one file which I have
> > set up 2 401k ACCOUNTS My wifes, and mine. Both are
held
> > at Fidelity. I can not seem to find a way to creat two
> > connections to Fidelity with the two different Logins.
> > Is this a possibility?
> > > The accounts are not linked, so we have to use 2
> > different logins. It would be nice if Money could
> > download to both accounts automatically.
> > In Help, enter "two accounts" into the Ask Money box.
> .

04-09-2004, 04:01 AM

In microsoft.public.money, scott wrote:

- quote -

> I am new from Money 2004. I have one file which I have
> set up 2 401k ACCOUNTS My wifes, and mine. Both are held
> at Fidelity. I can not seem to find a way to creat two
> connections to Fidelity with the two different Logins.
> Is this a possibility?
> The accounts are not linked, so we have to use 2
> different logins. It would be nice if Money could
> download to both accounts automatically.

In Help, enter "two accounts" into the Ask Money box.

#-1 04-09-2004, 03:43 AM

I am new from Money 2004. I have one file which I have
set up 2 401k ACCOUNTS My wifes, and mine. Both are held
at Fidelity. I can not seem to find a way to creat two
connections to Fidelity with the two different Logins.
Is this a possibility?

The accounts are not linked, so we have to use 2
different logins. It would be nice if Money could
download to both accounts automatically.

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