wrong account number in investment portfolio

#5 06-16-2004, 01:07 AM

I wish my boss thought that. Glad I could help. Thanks for the feedback.

"Dan" <anonymous[at]discussions.microsoft.com> wrote in message
news:1cf5901c4533a$f59640d0$a501280a[at]phx.gbl...
- quote -

> Dick you are a genius - by removing online services for
> this account it opened the account number to editing.

#4 06-16-2004, 12:43 AM

Dick you are a genius - by removing online services for
this account it opened the account number to editing.
- quote -

> -----Original Message-----
> Deleting the financial institution in account details
won't effect any of
> your transaction data. But ALWAYS have a backup plan just
in case.
> <anonymous[at]discussions.microsoft.com> wrote in message
> news:1cd4501c45316$4d705590$a101280a[at]phx.gbl...
> > Thanks for your response. I thought about that but I
have
> > about 5 years of history I'd rather not lose.
> > > -----Original Message-----
> > > Delete the financial institution associated with the
> > account and then begin
> > > anew.
> .

#3 06-16-2004, 12:39 AM

Thanks Dick, I will give that a try.
- quote -

> -----Original Message-----
> Deleting the financial institution in account details
won't effect any of
> your transaction data. But ALWAYS have a backup plan just
in case.
> <anonymous[at]discussions.microsoft.com> wrote in message
> news:1cd4501c45316$4d705590$a101280a[at]phx.gbl...
> > Thanks for your response. I thought about that but I
have
> > about 5 years of history I'd rather not lose.
> > > -----Original Message-----
> > > Delete the financial institution associated with the
> > account and then begin
> > > anew.
> .

#2 06-15-2004, 10:50 PM

Deleting the financial institution in account details won't effect any of
your transaction data. But ALWAYS have a backup plan just in case.

<anonymous[at]discussions.microsoft.com> wrote in message
news:1cd4501c45316$4d705590$a101280a[at]phx.gbl...
- quote -

> Thanks for your response. I thought about that but I have
> about 5 years of history I'd rather not lose.
> > -----Original Message-----
> > Delete the financial institution associated with the
> account and then begin
> > anew.

#1 06-15-2004, 08:21 PM

Thanks for your response. I thought about that but I have
about 5 years of history I'd rather not lose.
- quote -

> -----Original Message-----
> Delete the financial institution associated with the
account and then begin
> anew.
> "Dan" <anonymous[at]discussions.microsoft.com> wrote in
message
> news:1ce0a01c4530a$a9ba3e30$a401280a[at]phx.gbl...
> > My 401k investment has the incorrect account number so
> > when I try to down load my latest transactions it see
> > nothin. I can see the account number when I go to
account
> > details but it is grayed out so I can't change it.
> > I just upgraded to 2004 deluxe so I could automatically
> > download my transactions, but it won't happen until I
can
> > change the account number.
> > Any ideas?
> > > Thanks.
> .

06-15-2004, 07:02 PM

Delete the financial institution associated with the account and then begin
anew.

"Dan" <anonymous[at]discussions.microsoft.com> wrote in message
news:1ce0a01c4530a$a9ba3e30$a401280a[at]phx.gbl...
- quote -

> My 401k investment has the incorrect account number so
> when I try to down load my latest transactions it see
> nothin. I can see the account number when I go to account
> details but it is grayed out so I can't change it.
> I just upgraded to 2004 deluxe so I could automatically
> download my transactions, but it won't happen until I can
> change the account number.
> Any ideas?
> Thanks.

#-1 06-15-2004, 06:57 PM

My 401k investment has the incorrect account number so
when I try to down load my latest transactions it see
nothin. I can see the account number when I go to account
details but it is grayed out so I can't change it.
I just upgraded to 2004 deluxe so I could automatically
download my transactions, but it won't happen until I can
change the account number.
Any ideas?

Thanks.

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