Multiple accounts/pins at same bank

Cal Learner · Joined: 02 Aug 2007 Posts: 996

In microsoft.public.moneycentral, hinokaoi wrote:

>Does anyone know whether Money 2003 can collect info from
>two different accounts (for e.g., husband and wife), each
>with unique passwords/PIN? I've entered info for the
>separate accounts but there only seems to be the ability
>to have one password/PIN per bank...

Create the new account, or change the institution for one of the
accounts, but when you get to the "Assign a financial
institution" window specify that the institution is at "Fidelity
Wife" or some such. Then on the next window you "Confirm the name of
your financial institution" to Fidelity Investments from the list.

That way Money treats them as separate institutions and makes
separate OFX requests with separate access info.