Why should I investigate these offerings?Find out what Online Services my financial institution offers
Why should I investigate these offerings?
This is important because your financial institution may offer multiple online financial services with potentially different costs. You want to be sure you have all of this information before selecting which Online Services suit your needs. If you are already signed up, you will find out if your financial institution has changed their Online Service offerings and how much they cost.
What does the Investigate Offerings wizard do?
This wizard connects to the Internet to find information about the financial institution you have selected. After Money disconnects, you can review your financial institutionÆs Online Service offerings.
What if my financial institution isnÆt listed in the Online Financial Services Manager?
Before a financial institution appears in the Online Financial Services Manager, an account must be assigned to it. If the account exists, you need to select the account, click Move Account, and enter the financial institution name. If this is a new account, click New Account at the bottom of the screen and enter the financial institution name in the first screen of the wizard.
How do I assign a financial institution to an account?
How do I set up Online Services?
Show me some frequently-asked questions about online services.