View Full Version : Downloading from AG Edwards
Most AG Edwards account numbers are in the following format XXXX-XXXXXX-XXX,
where the first numbers are the branch number, the next 6 digits are the
account number and the last 3 digits are your financial consultant's number.
You also need to first obtain access to AGE-Connect to be able to download
your transactions. If you haven't signed up for AGE-Connect, contact your
financial consultant.
"Ed Mullikin" <edmull2@cox.net> wrote in message
news:B0Q2b.29429$Zw4.22448@lakeread03... I'm new at this newsgroup. I've been using Quicken for years to keep
track of everything! Finally realized that I NEVER used the data. Lots of work for nothing! Wiped EVERTHING off and installed Quicken 2004. All that I want to do is keep track of my investment accounts for tax purposes.
Should I be able to download my portfolio from AGEdwards? As I read it I think that I should but AGEdwards does not recognize my account nos. Any suggestions? Thanks.
Ed Mullikin
08-26-2003, 02:00 PM
Thank you for confirming what I thought that I should be able to do. My
branch no. is only two digits instead of four but I doubt if that makes any
difference. I did manage to download three Index values so something is
working. I'll get my broker rep to help out.
"Joe" <joereitz@chartermi.net> wrote in message
news:vknkh0geosu7b0@corp.supernews.com... Most AG Edwards account numbers are in the following format
XXXX-XXXXXX-XXX, where the first numbers are the branch number, the next 6 digits are the account number and the last 3 digits are your financial consultant's
number. You also need to first obtain access to AGE-Connect to be able to download your transactions. If you haven't signed up for AGE-Connect, contact your financial consultant. "Ed Mullikin" <edmull2@cox.net> wrote in message news:B0Q2b.29429$Zw4.22448@lakeread03... I'm new at this newsgroup. I've been using Quicken for years to keep track of everything! Finally realized that I NEVER used the data. Lots of
work for nothing! Wiped EVERTHING off and installed Quicken 2004. All that
I want to do is keep track of my investment accounts for tax purposes. Should I be able to download my portfolio from AGEdwards? As I read it I think that I should but AGEdwards does not recognize my account nos. Any suggestions? Thanks.
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