I would like to have both my accounts at my brokerage download transactions.
Right now, it only lets me set up one account. Why?
Thanks

Re: Two accounts at one brokerage by Remove

Remove
Mon May 07 20:53:21 CDT 2007

If both accounts are linked at your brokerage company then you should have
no problem. I have about 5 different accounts at Schwab and they all
download properly.

--

Neil


"Globfly" <Globfly@discussions.microsoft.com> wrote in message
news:AD558BC0-F7D8-4DD9-B3FC-5504F0C816C7@microsoft.com...
>I would like to have both my accounts at my brokerage download
>transactions.
> Right now, it only lets me set up one account. Why?
> Thanks



Re: Two accounts at one brokerage by Art

Art
Tue May 08 18:02:50 CDT 2007

If the two accounts have separate authentication information you can also
set that up to download both of them at the same time.

"Remove ABCD from Email address to reply" <neil154ABCD@earthlink.net> wrote
in message news:%23USLrORkHHA.4872@TK2MSFTNGP03.phx.gbl...
> If both accounts are linked at your brokerage company then you should have
> no problem. I have about 5 different accounts at Schwab and they all
> download properly.
>
> --
>
> Neil
>
>
> "Globfly" <Globfly@discussions.microsoft.com> wrote in message
> news:AD558BC0-F7D8-4DD9-B3FC-5504F0C816C7@microsoft.com...
>>I would like to have both my accounts at my brokerage download
>>transactions.
>> Right now, it only lets me set up one account. Why?
>> Thanks
>
>



Re: Two accounts at one brokerage by GMP

GMP
Sun May 13 20:29:00 CDT 2007

" If the two accounts have separate authentication information you can also
set that up to download both of them at the same time."

How????

Thanks

"Art McClinton" wrote:

> If the two accounts have separate authentication information you can also
> set that up to download both of them at the same time.
>
> "Remove ABCD from Email address to reply" <neil154ABCD@earthlink.net> wrote
> in message news:%23USLrORkHHA.4872@TK2MSFTNGP03.phx.gbl...
> > If both accounts are linked at your brokerage company then you should have
> > no problem. I have about 5 different accounts at Schwab and they all
> > download properly.
> >
> > --
> >
> > Neil
> >
> >
> > "Globfly" <Globfly@discussions.microsoft.com> wrote in message
> > news:AD558BC0-F7D8-4DD9-B3FC-5504F0C816C7@microsoft.com...
> >>I would like to have both my accounts at my brokerage download
> >>transactions.
> >> Right now, it only lets me set up one account. Why?
> >> Thanks
> >
> >
>
>
>

Re: Two accounts at one brokerage by Art

Art
Mon May 14 18:52:05 CDT 2007

When you enter the new account and then point to the financial institution,
the next question asked is if it is if the account uses the same account
information. Select no and follow the questions.

"GMP" <GMP@discussions.microsoft.com> wrote in message
news:3184CCCE-9D6B-44EA-B40B-CFD82C1F2268@microsoft.com...
>" If the two accounts have separate authentication information you can also
> set that up to download both of them at the same time."
>
> How????
>
> Thanks
>
> "Art McClinton" wrote:
>
>> If the two accounts have separate authentication information you can also
>> set that up to download both of them at the same time.
>>
>> "Remove ABCD from Email address to reply" <neil154ABCD@earthlink.net>
>> wrote
>> in message news:%23USLrORkHHA.4872@TK2MSFTNGP03.phx.gbl...
>> > If both accounts are linked at your brokerage company then you should
>> > have
>> > no problem. I have about 5 different accounts at Schwab and they all
>> > download properly.
>> >
>> > --
>> >
>> > Neil
>> >
>> >
>> > "Globfly" <Globfly@discussions.microsoft.com> wrote in message
>> > news:AD558BC0-F7D8-4DD9-B3FC-5504F0C816C7@microsoft.com...
>> >>I would like to have both my accounts at my brokerage download
>> >>transactions.
>> >> Right now, it only lets me set up one account. Why?
>> >> Thanks
>> >
>> >
>>
>>
>>