Downloading data from multiple accounts

[Mary Kennedy]

I had to alter a couple of passwords recently and now want to go into FM to renew all my PWs. I can't find the right menu option for this. I have half a dozen accounts, one for me, dad, grandson and so forth, and I need to tell FM the ID and PW associated with each separate account. It seems to want the second account to be within the first, rather than parallel to it.

[Mark]

Hi Mary Kennedy,

From within the Portfolio Editor, right mouse click on the sub-portfolio for an account, and choose "Properties..." and then "Transaction Retrieve Settings...".