Money: How to Reset Online Services After Bank Mergers
  
PSS ID Number: Q175508
Article last modified on 08-18-1998
 
WINDOWS:5.0,98,99
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 99
 - Microsoft Money 98
 - Microsoft Money version 5.0 for Windows 95
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SUMMARY
=======
 
If you use Online Services and your bank is merging with another bank,
you need to update your Online Services setup to use Online Services after
the bank merger.
 
Newly merged banks will send new startup kits to their customers which may
include new routing numbers and account numbers. For Online Statements and
Online Bill Payment to work with Money, you need to turn off these
services in Money and then turn them on again (reset the services) in order
to use the Online Services again after the bank merger.
 
MORE INFORMATION
================
 
When your bank notifies you that the merger has been completed
and you receive the new reference guide, you need to make one final call
using your current settings. During this call, download all of the
latest bank information. If you have any Automatic Payments (Apays), you
will also need to send cancel instructions for them. Then, when you reset
your online banking features, you need to create the payments again with
the new bank information.
 
For additional information, please see the following articles in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q142768
   TITLE     : Money: How To Cancel Apays, Epays, and Send Bank
               Letter
 
   ARTICLE-ID: Q149224
   TITLE     : What is an Apay and How to Enter one.
 
After you download your transactions from the bank, and cancel any Apays,
you can disable Online Services and then reset your accounts using the new
information.
 
Wait one business day before attempting to connect to Online Services using
the new information.
 
DISABLING AND RE-ENABLING ONLINE SERVICES
=========================================
 
To disable and re-enable online services, use the appropriate method for
your version of Money.
 
Money 5.0
---------
 
For steps on how to disable and re-enable Online Services in Money 5.0,
please see the following article in the Microsoft Knowledge Base:
 
   ARTICLE-ID: Q150744
   TITLE     : How to Disable Online Services
 
Disabling Online Services in Money 99
-------------------------------------
 
To disable Online services in Money 99, follow these steps:
 
1. On the navigation bar, click Online.
 
2. Double-click the financial institution whose services you want to
   cancel.
 
3. To avoid unnecessary service charges, call your financial institution
   and ask to cancel the services. You can find the number by clicking
   Contact Information in the left pane of the Online Financial Services
   area.
 
4. In the left pane, click Online Setup, and then click Change Direct
   Services.
 
5. In the Direct Services Setup Wizard, click "Modify Online Services
   for an account," and then click Next.
 
6. Select the account you want to cancel services for, and then click Next.
 
7. Click to clear the Direct Bill Payment and Direct Statements check
   boxes. Click Next.
 
8. Read the warning message, and then click Yes.
 
9. Unless you want to set up, modify, or cancel another account at the same
   bank, click "No, I'm finished" and follow the instructions on the
   screen.
 
Remember, if you have multiple accounts enabled for Direct Banking &
Investing at one financial institution, you must cancel services for each
account using the steps outlined here.
 
Enabling Online Services in Money 99
------------------------------------
 
To enable Online Services in Money 99, follow these steps:
 
1. On the navigation bar, click Online.
 
2. Double-click the financial institution you want to enable for Online
   Services.
 
3. Click "Set up Direct Services," click Next and follow the
   instructions on the screen.
 
4. Click Finish when you have completed the Online Services Setup wizard.
 
Disabling Online Services in Money 98
-------------------------------------
 
To disable Online Services in Money 98, follow these steps:
 
1. On the navigation bar, click Online Banking.
 
2. Click "Online Banking & Investments" to get a list of all the available
   banks, and click to select the correct bank.
 
3. Click Getting Started and then click Online Services.
 
4. For financial institutions that allow you to specify the services
   provided for each account, such as CheckFree Services (CFS), Open
   Financial Connectivity (OFC), or some Open Financial Exchange (OFX)
   financial institutions, follow these steps. (For other financial
   institutions, go to step 5.)
 
    a. Click to select the following option and then click Next.
 
            Modify Online Services for an account.
            Use this option to setup new services or
            add services to a new account.
 
    b. Click Next until you reach the step "Select The
       <bank name> Account You Would Like To Setup For Online Services."
 
    c. Click to select the account you want to cancel services for
       and click Next.
 
    d. Click to clear the Online Statements and Online Bill Payment check
       boxes and click Next.
 
5. For financial institutions that use an account list to enable specific
   accounts for online services, such as VISA/Integrion and some OFX
   financial institutions, once the the Online Services Setup Wizard
   is started, click to select "Cancel Online Services For All Accounts"
   and click Next.
 
6. Depending upon the number of services you are turning off, Money
   asks at least once if you want to disable the service. Make sure
   you read the messages explaining the results of disabling
   online banking and/or online bill payment.
 
7. Click Yes. Your account's Online Services are now turned off.
 
8. If necessary, repeat for each account you wish to turn off.
 
Enabling Online Services in Money 98
------------------------------------
 
To enable Online Services in Money 98, follow these steps:
 
1. On the navigation bar, click Online Banking and then click Change Online
   Services to enable your account for Online Services with the financial
   institution's new information.
 
2. Work through the Change Online Services Wizard, providing your
   information as asked in the wizard.
 
    NOTE: You should confirm all of new personal information
    based upon the new reference guide sent to you by your bank or
    Online Services.
 
3. Click to select Online Statements and/or Online Bill Payment as
   appropriate.
 
4. Click Next. Make sure your Account number and Account type are
   correct.
 
5. Click Next. Make sure your bank routing number is correct.
 
6. Click Next (and click Finish, if it appears). Your account is now
   set up for Online Services using the new information.
 
Additional query words: w_money 97 6.0 7.0 pizza Online setup howto
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Keywords          : kbdta kbonline 
Version           : WINDOWS:5.0,98,99
Platform          : WINDOWS
Issue type        : kbhowto
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Copyright Microsoft Corporation 1998.