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bigbear V
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 Posted: Tue May 15, 2007 7:22 am Post subject: Help with financial institution name please :( |
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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? |
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L
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| Posted: Tue May 15, 2007 11:02 am Post subject: Re: Help with financial institution name please :( |
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"bigbear V" <bigbear@myway.com> wrote in message
news:RP82i.13486$He1.10427@trndny04...
| Quote: |
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. |
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John Pollard
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| Posted: Tue May 15, 2007 2:03 pm Post subject: Re: Help with financial institution name please :( |
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bigbear V wrote:
| Quote: |
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 |
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bigbear V
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| Posted: Tue May 15, 2007 7:20 pm Post subject: Re: -THANKS- Help with financial institution name please :( |
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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.
"bigbear V" <bigbear@myway.com> wrote in message
news:RP82i.13486$He1.10427@trndny04...
| Quote: |
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?
|
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