|
Posted by Ed Stevens on December 18, 2006, 10:20 pm
Please log in for more thread options wrote:
>> On Sat, 16 Dec 2006 22:06:44 GMT, "John Pollard"
>> wrote:
>>
>>>
>>>> Quicken 2006 Delux.
>>>>
>>>>
>>>> For many years I've had a traditional IRA , held by
>>>> Ameriprise
>>>> Financial Services, and activiated for online service within
>>>> Quicken.
>>>> This was listed on the statements as a 'brokerage account'.
>>>>
>>>> I also had a 401k from a previous employer, also activated
>>>> for
>>>> online
>>>> service within Quicken.
>>>>
>>>> Recently we opened new IRA account, rolling over the entire
>>>> earlier
>>>> account as well as the 401k from a previous employer. This
>>>> account is
>>>> also with Ameriprise.
>>>>
>>>> At the same time, I opened cash account with Ameriprise.
>>>>
>>>> When the two rollovers went through, the online downloads
>>>> correctly
>>>> showed the removal of funds from the original accounts, but
>>>> I'm not
>>>> sure how to set up the accounts.
>>>>
>>>> If I choose "This account is held at the following
>>>> Institution", the
>>>> only entry in the drop-down for Ameriprise is "Ameriprise
>>>> Brokerage".
>>>> followed by 'let Quicken set up my accounts and download
>>>> information'
>>>> If I choose it to let Quicken set it up, the only other
>>>> options are to
>>>> supply my userid/password. No further questions about which
>>>> account
>>>> I'm setting up, yet I have two separate accounts to set up,
>>>> in
>>>> addition to one already existing account at Ameriprise.
>>>>
>>>> I'm not really sure how to proceed at this point. If I
>>>> proceed, will
>>>> the automatic setup detect and create both the new IRA
>>>> account
>>>> and the
>>>> cash account? If not, then what?
>>>
>>>Just continue with the process. After Quicken determines
>>>which
>>>accounts are available at the fi, it should ask you what to do
>>>with them in Quicken.
>>>
>
>> OK, when I try that, Quicken connects, then informs me that
>> "Quicken
>> could not process your request because all accounts which use
>> this
>> customer ID at this financial institution have already been
>> activated.". Yet when I log on to the FI's website, it showes
>> me two
>> accounts, neither of which I have set up in Quicken. The
>> original
>> IRA, which was rolled over to a new account (and WAS activated
>> in
>> Quicken), no longer shows on the web site. That doesn't
>> surprise me,
>> since we closed it out, but I don't understand why Q. thinks
>> everything is already set up.
>
>There is no guarantee that all your accounts can be setup for
>downloads in Quicken.
>
True, but I'd *expect* if a given FI allows for one, it would allow
for all. Of course, my expectation doesn't make it so. ;-)
>But the next step is to deactivate all your accounts with that
>fi, then initiate another attempt to setup online downloads with
>the fi.
>
See my reply to Eric Bloch
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap