Change Web Financial Service Web addresses

Change Web Financial Service Web addresses

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 Online.

2 Double-click the financial institution (Bank, brokerage house, and credit card provider.) you want to change the Web address for.

3 In the left pane, click Contact Information.

In some cases, you may have two options here, one for your financial institution and one for your Direct Bill Payment (A Direct Financial Service that allows you to pay bills electronically, which can be used with any checking account in the U.S. After you set up Direct Bill Payment at your financial institution, you can have money electronically debited from your account and your financial institution will send that money to your designated payee.) provider. Click the appropriate institution.

4 In the lower-right corner of the window, click Web Settings.

5 Select the Web address (also called "URL") you want to edit, and then enter the new one.

Money will use the new Web address the next time you attempt to connect to the Web page for the corresponding service. For example, if you change the Web Statements Logon Page address, the next time you click Get Statements in the Connect place for this financial institution, Money accesses the Web page associated with the new address.

Are changes I make here permanent?

No. If you complete Investigate Offerings in the Online Setup place, Money will overwrite any changes youÆve made with the addresses provided by the financial institution. Also, you can reset these Web addresses to the most recently downloaded URLÆs by clicking Restore Defaults at the bottom of the dialog box.

Does this affect the Internet Address field in the Contact Information place?

No. You can update that Web address along with all of the other information in this place by clicking the Update Contact Information button at the bottom of the screen.

How do I find out what Online Services my financial institution offers?

How do I set up Online Services?

WhatÆs the difference between Web and Direct Financial Services?