How to set up two accounts with one brokerage?

06-09-2004, 03:28 AM

In microsoft.public.money, Billy1258 wrote:

- quote -

> I am using MS Money 2003. I have two accounts with one
> online brokerage. One is my 401k and one is just some
> stocks. In order to log in, I have to use a different
> user name and password depending which account I want to
> access. The problem is, MS Money only allows me to enter
> one user name and password for each brokerage. I change
> the online properties of each MS Money account one at a
> time, but the changes do not stick. Both accounts wind
> up with the user name and password of the account I
> changed last? Am I doing something wrong? Any help
> would be appreciated.

Enter "two accounts" into the Ask Money box of Help.

#-1 06-09-2004, 02:46 AM

I am using MS Money 2003. I have two accounts with one
online brokerage. One is my 401k and one is just some
stocks. In order to log in, I have to use a different
user name and password depending which account I want to
access. The problem is, MS Money only allows me to enter
one user name and password for each brokerage. I change
the online properties of each MS Money account one at a
time, but the changes do not stick. Both accounts wind
up with the user name and password of the account I
changed last? Am I doing something wrong? Any help
would be appreciated.

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