Find out what to do when I change banks
1 If any accounts at your old bank are set up for
Direct Financial Services (Services provided by your financial institution that allow you to do common banking tasks from your computer via a direct connection with the financial institutionÆs computer.), you will need to cancel these services.
2 Set up new accounts in Money for your new bank.
3 Close your old accounts in Money.
4 If your new bank offers Online Services and you want to use them, you will need to set these up for your new accounts at your new bank.
Important
You must notify your old bank to cancel the Online Services you had set up to avoid being billed and having electronic payments (Epays) or automatic payments (Apays) sent from your old accounts. If you had multiple accounts enabled for Online Services at your old bank, you need to disable the services for each account.
How do I cancel Online Services for my old bank?
How do I close an account in Money?
How do I create an account in Money?
How do I set up Online Services for my new bank?