Transferring Excel Data to Word Document

[maacmaac]

I have an Excel File with ~4000 unique account numbers. For each account, I need to create a single form letter with an attachment to the letter for each. In the Word Document attachment, I need to summarize data contained in the Excel Spreadsheet (Word and Excel Files are attached). Is there a way to somehow import this data into Word or to create the same table in Excel. Also, the data will need to be subtotalled if the customer purchased the same security but on different days. For example, Suzanne Mullens purchased OPPENHEIMER LIMITED TERM GOV'T CLASS B on three different days. I would need all 3 purchases summarized in the same box with a subtotal of quantity purchased and total dollar amount. Open the attached files for more clarity. Thanks for any help.