Microsoft KB Archive/325971

= How to switch from Deluxe Portfolio to Basic Portfolio =

Article ID: 325971

Article Last Modified on 2/1/2007

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APPLIES TO


 * MSN Money
 * MSN Money
 * MSN Money Plus

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This article was previously published under Q325971



SUMMARY
This article describes how to switch from Deluxe Portfolio to the Basic Portfolio in MSN Money.



MORE INFORMATION
To switch from Deluxe Portfolio to the Basic Portfolio, follow these steps.

Note Back up all Portfolio data before you follow these steps.

Part 1: Export cookies and delete temporary Internet files

 * 1) Start Microsoft Internet Explorer.
 * 2) On the File menu, click Import and Export.
 * 3) On the first page of the Import/Export Wizard, click Next.
 * 4) Under Choose an action to perform, click Export Cookies, and then click Next.
 * 5) Click Next, and then click Finish.
 * 6) In Internet Explorer, click Internet Options on the Tools menu.
 * 7) Under Temporary Internet files, click Delete Files.

When you are prompted, click Yes to confirm the deletion.
 * 1) Click OK.

Part 2: Change the Portfolio setting
 Visit the following MSN Web site:

http://moneycentral.msn.com/investor/controls/basic.asp

 Click Use Basic Tools. Click Basic Portfolio Manager. Follow the instructions that appear on the screen to use the Basic Portfolio Manager.

Note If this does not resolve this issue, go to step 2.

Part 1: Delete temporary Internet files and cookies

 * 1) Start Internet Explorer.
 * 2) On the File menu, click Import and Export.
 * 3) On the first page of the Import/Export Wizard, click Next.
 * 4) Under Choose an action to perform, click Export Cookies, and then click Next.
 * 5) Click Next, and then click Finish.
 * 6) In Internet Explorer, click Internet Options on the Tools menu.
 * 7) Under Temporary Internet Files, click Delete Files.
 * 8) In Internet Explorer, click Internet Options on the Tools menu.
 * 9) Under Temporary Internet Files, click Delete Cookies.
 * 10) Quit and then restart Internet Explorer.

Part 2: Change the Portfolio Setting
 Visit the following MSN Web site:

http://moneycentral.msn.com

 In the left pane, click Portfolio under Investing.</li> Sign in to the Microsoft Passport Network.

When you are prompted, click Basic Portfolio.</li> Follow the instructions that appear on the screen to use the Basic Portfolio.</li></ol>

Keywords: kbinfo KB325971

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