Bank Account AND Investment Account
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Bank Account AND Investment Account

 
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jc
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Posted: Wed Dec 08, 2004 10:39 am    Post subject: Bank Account AND Investment Account Reply with quote

I have had several investment accounts at etrade for some time and been able
to get online updates with no problem. I just added a bank account and am
unable to set up the online services to pick up both the investment accounts
AND the bank account. I can configure to update the bank account ONLY or the
investment accounts ONLY, but NOT BOTH.

When you sign up for online services it asks whether you are setting up a
bank, credit, or investment account. When you select one, you must be
setting a flag because that is it. It will only retrieve the data for that
type of account. Then, once the online services are configured, you cannot
add a different type of account.

Anybody know a workaround? This is a royal pain.

Thanks,

jc

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