Cancel Direct Financial Services
1 To avoid unnecessary service charges, call your
financial institution (Bank, brokerage house, and credit card provider.) and ask to cancel the services. You can find the number in the
Contact Information place (in the Online area).
2 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
Online.
3 Double-click the financial institution you want to cancel services for.
4 In the left pane, click Online Setup, and then click Change Direct Services.
What if I donÆt see Change Direct Services?
You wonÆt see Change Direct Services until you have set up Direct Financial Services for the first time.
5 In the Direct Services Setup wizard, click Modify Online Services for an account.
6 Select the account you want to cancel services for.
7 Uncheck the Direct Bill Payment and/or Direct Statements check boxes.
8 Read the warning message, and then click Yes.
9 Unless you want to set up, modify, or cancel another account at the same bank, click No, I'm finished and follow the instructions.
Remember, if you have multiple accounts enabled for Direct Financial Services at one financial institution, you must cancel services for each account using the steps outlined above.
Is a phone call enough to cancel services at my financial institution?
Depending on your bank or financial institution, you might be required to call your provider first and then make an online connection to that bank's server to disable the accounts before you can disable the services in Money.
How do I set up Online Services in Money?
How do I cancel Web Financial Services in Money?
Show me some frequently-asked questions about online services and investing.