Set up more accounts for Direct Financial Services
Do I have to do the following to set up additional accounts for Web Financial Services?
No. Once you have set up Web Financial Services (The ability to do common banking tasks from your computer on a Web site provided by your financial institution.) for a financial institution, all accounts at that institution which are accessible from the institutionÆs Web Financial Services Web site are essentially set up. All you have to do is download (When you make an online connection to a bank, financial institution or Web site requesting information (such as a stock quote or bank statement), that information is transmitted over the Internet, or ôdownloadedö, to your computer. You can then use that information in your Money file.) an online statement (An electronic list of the transactions that have cleared your financial institution. The information is similar to the information in your paper statement, and you can use it to update your account records electronically. Online statements are available through both Web and direct banking in Money.) to activate Web Financial Services in Money.
What if I donÆt see Change Direct Services?
You wonÆt see Change Direct Services until you have set up Direct Financial Services for the first time. Click Investigate Offerings to connect to the Internet (or through a toll-free number if you donÆt have Internet access) and download information about which services your financial institution offers and how much they cost. If you use different providers for Direct Statements and Bill Payment, you will see two columns on your screen (one for each service provider) and this option name will match the service.
What if I have two columns on my screen?
If you use different providers for Direct Statements and Bill Payment, you will see two columns on your screen (one for each service provider) and this option name will match the service.
Play the Setting up Online Services video.
How do I set up Online Services for the first time?
How do I set up Online Services for two accounts at the same institution?
Tell me more about why I might want to use Online Services.
WhatÆs the difference between Web and Direct Financial Services?