Assign a bank to an account

Assign a bank to an account

If you didn't enter a financial institution name when you created an account, you can enter it later so that you can use Online Services.

1 Go to Account Details for the account you want to assign a bank to.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2 At the top of the left pane, click the down-arrow

, and then click the account you want.

If you don't see the account you want, look for it under Other Open Accounts or Closed Accounts.

3 In the left pane, click Details.

2 In the Financial Institution field, choose an institution name from the list or type a new one.

Now you can see your financial institutionÆs information in the Online Financial Services place by choosing this financial institution from the list of banks in the Online Financial Services Manager. Also, if this institution has an Internet site, you can connect to it and automatically download your financial institution's updated information.

Does my financial institution offer Online Services?

How do I set up my account for Online Services?