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Adding a new account with same financial institution

 

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Subject Author Date
Adding a new account with same financial institution Eric Bloch 12-14-2006
Posted by Debbie Becker on December 21, 2006, 4:54 pm
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Eric Bloch wrote:

>
> Therefore, using Q'06, when one adds a fund (an account) which uses online
downloading one must first disable online downloading for all of the other
accounts from TR Price BEFORE adding the new one.


I have Q05 and I don't have to do that for my TR Price accounts.
===============================
May have to do with the company involved ..one of my mutual fund companies
requires that each fund be setup individually. The rest found all of them
the first time I setup and continue to do so when changes are made. (And of
course, some don't offer online download at all!)



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