Home Page link  

Help with financial institution name please :(

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Help with financial institution name please :( bigbear V 05-14-2007
Posted by bigbear V on May 14, 2007, 10:22 pm
Please log in for more thread options
 I now am and have been using Q 2007 rel 5. When I set up auto downloads I
had 2 TD Waterhouse accounts. Now everything at Ameritrade has been changed
over so Waterhouse is no more. I can't seem to find a way to change the
name of the financial institution to TD Ameritrade from TD Waterhouse.

Is this possible?




Posted by L on May 15, 2007, 6:39 am
Please log in for more thread options
>I now am and have been using Q 2007 rel 5. When I set up auto downloads I
>had 2 TD Waterhouse accounts. Now everything at Ameritrade has been
>changed over so Waterhouse is no more. I can't seem to find a way to
>change the name of the financial institution to TD Ameritrade from TD
>Waterhouse.
>
> Is this possible?
>
>
>
Use the pull down list to choose the name, or call your FI to find out what
name is used with Quicken for your type account (there are several options
for commerce bank, for example)

My husband's Ameritrade account has the financial institution "Ameritrade" -
no TD in front of it.



Posted by John Pollard on May 15, 2007, 9:16 am
Please log in for more thread options
bigbear V wrote:
> I now am and have been using Q 2007 rel 5. When I set up
> auto downloads I had 2 TD Waterhouse accounts. Now
> everything at Ameritrade has been changed over so
> Waterhouse is no more. I can't seem to find a way to
> change the name of the financial institution to TD
> Ameritrade from TD Waterhouse.
> Is this possible?

You have to deactivate the account for download. Then
reactivate it, if the account does Direct download, otherwise
intiate a download from the fi's web site and that will
reactivate the account.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by bigbear V on May 15, 2007, 10:20 am
Please log in for more thread options
This morning with a fresher outlook, I tried again and found that once
deactivated, I could change the name with no problem. Unfortunately, it
seems to have downloaded everything from scratch again but since the
existing stuff was not deleted, I should be able to readjust things.



>I now am and have been using Q 2007 rel 5. When I set up auto downloads I
>had 2 TD Waterhouse accounts. Now everything at Ameritrade has been
>changed over so Waterhouse is no more. I can't seem to find a way to
>change the name of the financial institution to TD Ameritrade from TD
>Waterhouse.
>
> Is this possible?
>
>
>



Similar ThreadsPosted
Changing Financial Institution on Accounts July 1, 2006, 3:42 pm
"Updating financial institution information" November 27, 2006, 9:27 am
Adding a new account with same financial institution December 14, 2006, 8:25 pm
Unable to download from one institution December 27, 2006, 5:46 pm
TIAA-CREF and Institution funds February 11, 2008, 5:37 pm
Grouping Q Interest data by Institution when importing into TTax January 9, 2008, 9:00 am
download from financial institutions August 28, 2006, 6:36 pm
updating financial institutions January 25, 2007, 4:08 pm
Financial planning with a baby on the way April 18, 2007, 1:14 pm
Quicken: Financial Updates July 22, 2007, 7:57 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap