Bank of America Direct Download now available?!?

#4 07-15-2005, 12:27 AM

I called Bank of America and found that one must have an Advantage
Checking account or pay $9.95 per month for the direct access.

Guess nothing is free.

Art McClinton

Art McClinton wrote:

- quote -

> Can you give more details.
> I loaded the 2006 trail version and after it had converted my previous
> file I attempted to add Bank of America online services. After
> providing the userid and password I use for online web access it told me
> that the signin with the financial institution failed. I can still
> access the BoA using the same credentials. I do not have a passport
> associated with the account but from what is said on the MS web site
> that is not required.
> Since it is a trial version I can not get support from Microsoft.
> Any help appreciated
> Art McClinton
> AMcClinton[at]cox.net
> Derrick Cole wrote:
> > </lurk> > > Surprise, surprise!
> > > Was playing with the 2006 Trial earlier today, added my BoA checking
> > account (via "Bank of America (all except CA, ..." or some such). I
> > supplied my web credentials as presumed, but was told "product not
> > activated".
> > > So, I followed M2006's suggested link to "get activated" and lo and
> > behold, I am now set up for both direct download and online bill payment!
> > > To confirm, I refreshed my BoA online settings in M2004 and again, I
> > can now download direct to where I could only export from the BoA
> > website yesterday. Maybe it's finally time to consider switching to
> > BoA...
> > > Fyi...
> > > Derrick
> > > <lurk

#3 07-14-2005, 11:58 PM

Can you give more details.

I loaded the 2006 trail version and after it had converted my previous
file I attempted to add Bank of America online services. After
providing the userid and password I use for online web access it told me
that the signin with the financial institution failed. I can still
access the BoA using the same credentials. I do not have a passport
associated with the account but from what is said on the MS web site
that is not required.

Since it is a trial version I can not get support from Microsoft.

Any help appreciated

Art McClinton
AMcClinton[at]cox.net

Derrick Cole wrote:
- quote -

> </lurk> Surprise, surprise!
> Was playing with the 2006 Trial earlier today, added my BoA checking
> account (via "Bank of America (all except CA, ..." or some such). I
> supplied my web credentials as presumed, but was told "product not
> activated".
> So, I followed M2006's suggested link to "get activated" and lo and
> behold, I am now set up for both direct download and online bill payment!
> To confirm, I refreshed my BoA online settings in M2004 and again, I can
> now download direct to where I could only export from the BoA website
> yesterday. Maybe it's finally time to consider switching to BoA...
> Fyi...
> Derrick
> <lurk

#2 07-11-2005, 09:51 PM

Thanks for the clarification. So it seems CA, WA and ID are lagging
behind!! I'd like to rid myself of third party participation with
financials. I guess I'll have to wait until CA catches up.

#1 07-11-2005, 04:21 PM

Actually there are "different" BofAs:

BofA(All except CA...) DOES now offer direct (OFX) services.
BofA(CA) and BofA(WA & ID) still only offer "third party"
See:
http://www.microsoft.com/money/banko...Type=BanksOnly
and click on each BofA entry.

-Mark

"matt" <mattbytes[at]gmail.com> wrote in message
news:1121093368.245674.95010[at]g43g2000cwa.googlegroups.com...
- quote -

> If you read the policy information, you'll find that this service is
> available from a third party (Yodlee) and not BofA itself. That's my
> only concern. I'm test driving M2006 from M2004 as well and I'm pretty
> satisfied with it thus far. I believe BofA statements using Yodlee has
> been available since M2005.

07-11-2005, 02:49 PM

If you read the policy information, you'll find that this service is
available from a third party (Yodlee) and not BofA itself. That's my
only concern. I'm test driving M2006 from M2004 as well and I'm pretty
satisfied with it thus far. I believe BofA statements using Yodlee has
been available since M2005.

#-1 07-11-2005, 03:20 AM

</lurk
Surprise, surprise!

Was playing with the 2006 Trial earlier today, added my BoA checking
account (via "Bank of America (all except CA, ..." or some such). I
supplied my web credentials as presumed, but was told "product not
activated".

So, I followed M2006's suggested link to "get activated" and lo and
behold, I am now set up for both direct download and online bill payment!

To confirm, I refreshed my BoA online settings in M2004 and again, I can
now download direct to where I could only export from the BoA website
yesterday. Maybe it's finally time to consider switching to BoA...

Fyi...

Derrick

<lurk

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