If you hold accounts at two different financial institutions that merge in the ôreal world,ö you can merge the institutions in Money. This moves all of the accounts held at both financial institutions (Banks, brokerage houses, and credit card providers.) into one newly created financial institution automatically, which means you donÆt have to move them individually.

If the institution you want to move is 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 must disable those services before you can merge the institutions. If it is set up for only Web Financial Services (The ability to do common banking tasks from your computer on a Web site provided by your financial institution.), then you can merge the institutions at any time.

How do I cancel Direct Financial Services for a financial institution?

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

Tell me why I might want to use Online Services.

Tell me about the benefits of using online statements.