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| In microsoft.public.money, Nick wrote: - quote - > I have 3 account with Scottrade.
In Ask Money box of Help, enter "two accounts".> one is a investment account > second is a IRA for me and > and third is a IRA for my wife. > but When I try to add automatic download of data I am not > able to add multiple accounts for the same bank/broker. > appreciate your response. Also, here is different wording: 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. |
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| I have 3 account with Scottrade. one is a investment account second is a IRA for me and and third is a IRA for my wife. but When I try to add automatic download of data I am not able to add multiple accounts for the same bank/broker. appreciate your response. Thanks you Nick |
| Tags |
| account, adding, institution |
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