| Author |
Message |
JimT
Guest
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 Posted:
Wed Nov 10, 2004 8:08 am Post subject:
Financial Institutions |
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I just upgraded to Q 2004 Deluxe. I need to change the financial
institution for one of my mutuals. I have selected the account, have
account attributes open and selected edit account. I put in the correct
name in the financial institution field. When I go to online services,
Quicken tells me it is not available. It is listed under
Online/Participating Financial Institutions, however. There must be another
place to tell Quicken this info but since I'm new to 2004, I'm having a
difficult time finding it. Can someone point me in the right direction?
Thanks, Jim
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John Pollard
Guest
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| Posted:
Wed Nov 10, 2004 8:36 am Post subject:
Re: Financial Institutions |
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JimT wrote:
| Quote: | I just upgraded to Q 2004 Deluxe. I need to change the
financial institution for one of my mutuals. I have selected
the account, have account attributes open and selected edit
account. I put in the correct name in the financial
institution field. When I go to online services, Quicken
tells
me it is not available. It is listed under
Online/Participating
Financial Institutions, however. There must be another place
to tell Quicken this info but since I'm new to 2004, I'm
having
a difficult time finding it. Can someone point me in the
right
direction? Thanks, Jim
|
What is the name of the financial institution, and what type of
download(s) does the Online Participating Financial Institutions
list say they offer?
--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup |
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JimT
Guest
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| Posted:
Wed Nov 10, 2004 8:48 am Post subject:
Re: Financial Institutions |
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"John Pollard" <invalid@invalid.com> wrote in message
news:fZfkd.61746$Tq1.18067@bignews1.bellsouth.net...
| Quote: | JimT wrote:
I just upgraded to Q 2004 Deluxe. I need to change the
financial institution for one of my mutuals. I have selected
the account, have account attributes open and selected edit
account. I put in the correct name in the financial
institution field. When I go to online services, Quicken tells
me it is not available. It is listed under Online/Participating
Financial Institutions, however. There must be another place
to tell Quicken this info but since I'm new to 2004, I'm having
a difficult time finding it. Can someone point me in the right
direction? Thanks, Jim
What is the name of the financial institution, and what type of
download(s) does the Online Participating Financial Institutions list say
they offer?
--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup
The institution is Fidelity NetBenifits. I think I have found one of the |
problems. I was previously using Q2002 Basic. One of the two 401k accounts
shows up as a 401k in the account attributes but when I select edit account
details it shows up as an IRA in the account type. Is there a way I can
change this account type to 401k? The other one shows as a 401k and I have
successfully selected Fidelity NetBenifits from the Financial Institution
list. Thanks, Jim
>
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JimT
Guest
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| Posted:
Wed Nov 10, 2004 10:14 am Post subject:
Re: Financial Institutions |
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"JimT" <someone@comcast.com> wrote in message
news:DMCdnc5t_Z3lEgzcRVn-og@comcast.com...
| Quote: |
"John Pollard" <invalid@invalid.com> wrote in message
news:fZfkd.61746$Tq1.18067@bignews1.bellsouth.net...
JimT wrote:
I just upgraded to Q 2004 Deluxe. I need to change the
financial institution for one of my mutuals. I have selected
the account, have account attributes open and selected edit
account. I put in the correct name in the financial
institution field. When I go to online services, Quicken tells
me it is not available. It is listed under Online/Participating
Financial Institutions, however. There must be another place
to tell Quicken this info but since I'm new to 2004, I'm having
a difficult time finding it. Can someone point me in the right
direction? Thanks, Jim
What is the name of the financial institution, and what type of
download(s) does the Online Participating Financial Institutions list say
they offer?
--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup
The institution is Fidelity NetBenifits. I think I have found one of the
problems. I was previously using Q2002 Basic. One of the two 401k
accounts shows up as a 401k in the account attributes but when I select
edit account details it shows up as an IRA in the account type. Is there
a way I can change this account type to 401k? The other one shows as a
401k and I have successfully selected Fidelity NetBenifits from the
Financial Institution list. Thanks, Jim
I backed up all my accounts and then deleted the 401k accounts and recreated |
them with an automatic update from Fidelity NetBenifits. All seems to be
correct now. Thanks for you interest John. Jim
> |
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