I am using Access 2003.  I ultimately want my information for a report
but here is my scenario.  I have a database set up with a table of
customer accounts and a table of mutual funds held in each customers
account..   So customer a holds 3 mutual funds and customer b hold 5
mutual funds 2 of which are the same as customer a, etc.   I want to
build a form which will have the current funds and the possible
replacement funds from the mutual fund table.  When i open the form i
want it to pull the current list of funds for the specific customer.  
The report will show the current fund and the suggested replacement
fund.

I am wits end on how to best design this.   Please send suggestions.