Find and update contact information for my financial institution

Find and update contact information for my financial institution

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 update information for.

3 In the left pane, click Contact Information.

In some cases, you may have two options, 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 At the bottom of the window, click Update Contact Information, and follow the instructions.

Money will use a toll free number or connect to the Internet to download the latest contact information for this financial institution. If you have edited any of this information manually, Money will retain your changes.

How do I modify the Web addresses for this financial institution?

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

Tell me why I might want to use Online Services?

How do I set up my computer to use the Internet?