Issue with joint accounts and two different user Ids

My wife and I have two seperate retirmement accounts and a joint brokerage 
(with different login IDs) at fidelity.  So, whenever we log into fidelity 
website using either one's login Id, we see our own retirement account + the 
joint brokerage account in the portfolio.

So, I went in first and using my own fidelity login Id downloaded the 
statements to setup my new money accounts in Money 2006. And it worked as 
expected and pulled in my retirement + our joint brokerage account and 
created corresponding two new investment accounts in money. 

Now, I went back and tried to create new Fidelity investments account using 
my wife's userId. This time, again, it pulled down two accounts (my wife's 
retirement and the common brokerage account). 

Problem is, money wants to create a brand new account for the same joint 
brokerage account that I already have setup against my user Id. Moeny 2006 is 
not allowing me to:

a) map the second time newly downloaded joint account with the correponding 
existing money account (since it is already setup against a different online 
update user id).
 
b) doesn't let me manually delete the redaundant additonal money account 
created the second time.   If I try to delete it, then it also wants to 
delete my wife's retirement account as well which I don't want to. 

I think someone must have come across this issue before and wondering how to 
handle it?

thanks
sri
0
sri (61)
8/6/2008 10:21:02 PM
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In microsoft.public.money, sri wrote:

>My wife and I have two seperate retirmement accounts and a joint brokerage 
>(with different login IDs) at fidelity.  So, whenever we log into fidelity 
>website using either one's login Id, we see our own retirement account + the 
>joint brokerage account in the portfolio.
>
>So, I went in first and using my own fidelity login Id downloaded the 
>statements to setup my new money accounts in Money 2006. And it worked as 
>expected and pulled in my retirement + our joint brokerage account and 
>created corresponding two new investment accounts in money. 
>
>Now, I went back and tried to create new Fidelity investments account using 
>my wife's userId. This time, again, it pulled down two accounts (my wife's 
>retirement and the common brokerage account). 
>
>Problem is, money wants to create a brand new account for the same joint 
>brokerage account that I already have setup against my user Id. Moeny 2006 is 
>not allowing me to:
>
>a) map the second time newly downloaded joint account with the correponding 
>existing money account (since it is already setup against a different online 
>update user id).
> 
>b) doesn't let me manually delete the redaundant additonal money account 
>created the second time.   If I try to delete it, then it also wants to 
>delete my wife's retirement account as well which I don't want to. 
>
>I think someone must have come across this issue before and wondering how to 
>handle it?
>

With Money Plus (not sure about Money 2006, you would let it create
the duplicate account. Then from the account list, right -click
where it says you have transactions to read for that account, and
delete the statement. Then *Close* the duplicated account. Money
Plus should not try to download statements into that closed account.

Be prepared to restore a backup, to undo, if this does not work well
for you.

0
via_newsgroup (13114)
8/7/2008 12:29:54 AM
I agree completely with Cal's solution. I did this with Money 2006 when I 
had a similar situation with Fidelity. It has continued to work with each 
subsequent versions.  I named the second account as Fidelity Stock Bogus 
Duplicate account.  As Cal said.  Once you let money create it you need to 
close it so that it does not download or appear in your reports.


"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message 
news:r7gk94hlan1afklgm4012n81r80satri91@4ax.com...
> In microsoft.public.money, sri wrote:
>
>>My wife and I have two seperate retirmement accounts and a joint brokerage
>>(with different login IDs) at fidelity.  So, whenever we log into fidelity
>>website using either one's login Id, we see our own retirement account + 
>>the
>>joint brokerage account in the portfolio.
>>
>>So, I went in first and using my own fidelity login Id downloaded the
>>statements to setup my new money accounts in Money 2006. And it worked as
>>expected and pulled in my retirement + our joint brokerage account and
>>created corresponding two new investment accounts in money.
>>
>>Now, I went back and tried to create new Fidelity investments account 
>>using
>>my wife's userId. This time, again, it pulled down two accounts (my wife's
>>retirement and the common brokerage account).
>>
>>Problem is, money wants to create a brand new account for the same joint
>>brokerage account that I already have setup against my user Id. Moeny 2006 
>>is
>>not allowing me to:
>>
>>a) map the second time newly downloaded joint account with the 
>>correponding
>>existing money account (since it is already setup against a different 
>>online
>>update user id).
>>
>>b) doesn't let me manually delete the redaundant additonal money account
>>created the second time.   If I try to delete it, then it also wants to
>>delete my wife's retirement account as well which I don't want to.
>>
>>I think someone must have come across this issue before and wondering how 
>>to
>>handle it?
>>
>
> With Money Plus (not sure about Money 2006, you would let it create
> the duplicate account. Then from the account list, right -click
> where it says you have transactions to read for that account, and
> delete the statement. Then *Close* the duplicated account. Money
> Plus should not try to download statements into that closed account.
>
> Be prepared to restore a backup, to undo, if this does not work well
> for you.
> 


0
8/7/2008 1:53:09 AM
Thanks to you both.

I did "exactly" what Cal suggested and I am finding Money STILL downloading 
the statements for the "closed" Duplicate account. 

what am i missing?
0
sri (61)
8/7/2008 10:40:00 AM
Reply:

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