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Non-Tech : Waterhouse Securities -- Ignore unavailable to you. Want to Upgrade?

To: John M. Hammer who wrote (259)1/23/1998 1:27:00 PM
From: Dave Hanson  Read Replies (2) | Respond to of 2076
 
Thanks John--Anyone have direct download info?

Glad to hear it was a no-fuss deal. I had a devil of a time getting the right paperwork for this conversion, but it finally was sent off yesterday.

Have you or others tried direct download yet? I'm using Money 98, and would be curious if anyone had new news on availability or experience using the quicken version.

Thanks,

Dave



To: John M. Hammer who wrote (259)2/3/1998 7:29:00 PM
From: Dave Hanson  Read Replies (1) | Respond to of 2076
 
How long before Webbroker processed a Roth IRA conversion?

John or others,

I got the account numbers and passwords on Monday, but am told that webbroker won't be able to access these new accounts for several more days. Just curious whether this happened with you, and if so, how long it took. I'd like to avoid placing trades at the branch office if possible.

Best and TIA,

Dave


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