Adding more than one account from same institution.

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

via_newsgroup
Thu Apr 15 10:04:24 CDT 2004

In microsoft.public.money, Nick wrote:

>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.

In Ask Money box of Help, enter "two accounts".

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.