MM05 uses a single login for each bank - unfortunately my brokerage (Bank of
America Investment Services) uses a unique login for each account. So, I'm
unable to use online banking in MS Money to sync with my brokerage and IRA
accounts.
If there was some way for me to duplicate the "Bank of America Investment
Services" so I have two instances of the bank, I could make it work - any
suggestions?

In microsoft.public.money, Crimbo wrote:

>MM05 uses a single login for each bank - unfortunately my brokerage (Bank of
>America Investment Services) uses a unique login for each account. So, I'm
>unable to use online banking in MS Money to sync with my brokerage and IRA
>accounts.
>If there was some way for me to duplicate the "Bank of America Investment
>Services" so I have two instances of the bank, I could make it work - any
>suggestions?

In 2005, your main way to accomplish that would be separate Money
files with separate Passports.

Moving one or more of those accounts to another bank could be a
solution too.

Are you certain Cal? I thought that Money still allowed multiple
connections to a Bank or FI. When you go to set up the second one to
the same FI it asks if you want to merge it in with the previous
accounts at this bank or use a new Id/password.

This is used where husband and wife have separate username passwords
into accounts or in this case where a separate usename password exists
for each account.

Art

Cal Learner-- MVP wrote:

> In microsoft.public.money, Crimbo wrote:
>
>>MM05 uses a single login for each bank - unfortunately my brokerage (Bank of
>>America Investment Services) uses a unique login for each account. So, I'm
>>unable to use online banking in MS Money to sync with my brokerage and IRA
>>accounts.
>>If there was some way for me to duplicate the "Bank of America Investment
>>Services" so I have two instances of the bank, I could make it work - any
>>suggestions?
>
> In 2005, your main way to accomplish that would be separate Money
> files with separate Passports.
> Moving one or more of those accounts to another bank could be a
> solution too.
>

In microsoft.public.money, Art McClinton wrote:

>Are you certain Cal? I thought that Money still allowed multiple
>connections to a Bank or FI. When you go to set up the second one to
>the same FI it asks if you want to merge it in with the previous
>accounts at this bank or use a new Id/password.
>This is used where husband and wife have separate username passwords
>into accounts or in this case where a separate usename password exists
>for each account.

It was my understanding that two accounts with separate credentials
for Yodlee accounts could not be set up in Money 2005. Perhaps there
has been a change, or I misunderstood.

>Art
>Cal Learner-- MVP wrote:
>> In microsoft.public.money, Crimbo wrote:
>>If there was some way for me to duplicate the "Bank of America Investment
>>Services" so I have two instances of the bank, I could make it work - any
>>suggestions?
>>
>>MM05 uses a single login for each bank - unfortunately my brokerage (Bank of
>>America Investment Services) uses a unique login for each account. So, I'm
>>unable to use online banking in MS Money to sync with my brokerage and IRA
>>accounts.
>>
>> In 2005, your main way to accomplish that would be separate Money
>> files with separate Passports.
>> Moving one or more of those accounts to another bank could be a
>> solution too.

If so - that's exactly what I want. But I can't figure out a way to make it
happen - any advice?

Seems short sighted to not support multiple logons to the same FI.

Thank you for your time.
--

"Art McClinton" wrote:

> Are you certain Cal? I thought that Money still allowed multiple
> connections to a Bank or FI. When you go to set up the second one to
> the same FI it asks if you want to merge it in with the previous
> accounts at this bank or use a new Id/password.
> This is used where husband and wife have separate username passwords
> into accounts or in this case where a separate usename password exists
> for each account.

If so - that's exactly what I want. But I can't figure out a way to make it
happen - any advice?

Seems short sighted to not support multiple logons to the same FI.

Thank you for your time.
--

"Art McClinton" wrote:

> Are you certain Cal? I thought that Money still allowed multiple
> connections to a Bank or FI. When you go to set up the second one to
> the same FI it asks if you want to merge it in with the previous
> accounts at this bank or use a new Id/password.
> This is used where husband and wife have separate username passwords
> into accounts or in this case where a separate usename password exists
> for each account.

I just checked and Banc of America Investment services is direct and
does not use Yodlee. It however is an interesting question. I have set
up two separate transactions through Yodlee to Milestone Federal Credit
Union while I was testing an early Yodlee bug.

Art

Cal Learner-- MVP wrote:

> In microsoft.public.money, Art McClinton wrote:
>
>>Are you certain Cal? I thought that Money still allowed multiple
>>connections to a Bank or FI. When you go to set up the second one to
>>the same FI it asks if you want to merge it in with the previous
>>accounts at this bank or use a new Id/password.
>>This is used where husband and wife have separate username passwords
>>into accounts or in this case where a separate usename password exists
>>for each account.
>
> It was my understanding that two accounts with separate credentials
> for Yodlee accounts could not be set up in Money 2005. Perhaps there
> has been a change, or I misunderstood.
>
>
>
>>Art
>>Cal Learner-- MVP wrote:
>>
>>In microsoft.public.money, Crimbo wrote:
>>
>>If there was some way for me to duplicate the "Bank of America Investment
>>Services" so I have two instances of the bank, I could make it work - any
>>suggestions?
>>
>>MM05 uses a single login for each bank - unfortunately my brokerage (Bank of
>>America Investment Services) uses a unique login for each account. So, I'm
>>unable to use online banking in MS Money to sync with my brokerage and IRA
>>accounts.
>>
>>In 2005, your main way to accomplish that would be separate Money
>>files with separate Passports.
>>Moving one or more of those accounts to another bank could be a
>>solution too.
>

I am not expericing this problem. I have two login's for WAMU (Yodlee)
and two for American Express, Discover (direct). Both are downloading
fine. I am using Money 2005 Standard.

Is this within one MNY file? Are there any tricks to setting up two?

Thanks in advance for your time.

"A J Gladson" wrote:

> I am not expericing this problem. I have two login's for WAMU (Yodlee)
> and two for American Express, Discover (direct). Both are downloading
> fine. I am using Money 2005 Standard.
>