On Tue, 26 Jul 2005 02:27:35 GMT, "Jane" <rgsjez[at]verizon.net> wrote:

- quote -

Bank of America's web page that describes how to get web statements is wrong. If
you follow their procedure to the letter, the process will never complete
because they're telling us to use the wrong financial institution.

On both the direct connect and web connect help pages they're telling us to use
"Bank of America (all except...)". Then it tries to connect directly with BOA
and will always fail. Use the entry for "Bank of America" (by itself) and then
Money will properly assume you want web statements to be downloaded manually.

A BOA online support specialist told me that they're not telling customers to
use that choice because they want customers to NOT use Money's internal browser
(yet they're not letting BOA customers know that until you get 2nd level
support). The BOA online support specialist also told me that that was an
expired entry and BOA intends to eliminate it (which will make it impossible
associate the account with BOA).

However, even that's not working correctly, since I just downloaded dupes for
the 5th time using active statements (which is not supposed to happen with that
format).

Jane,

It should be possible to download an Active Statement by manually
logging into the BOA web site.

With the recently completed integration of Fleet accounts into BOA
Online Banking, the site indicates that former Fleet customers should
login using their ATM/Check Card number and PIN. Are you using these
numbers?

Not being a former Fleet customer, I can only assume the integration
would yield the same account access features that other BOA customers
have. But I suppose there is a chance that yours could either be
different or temporarily limited.

Regards,
JB

Jane wrote:
- quote -

The conversion is supposedly completed. However it remains impossible to
sign on the BOA web site to configure my existing Fleet account so that I
can down automatically load a statement into MS. Money 2004.

I have followed the Fleet/BOA instructions to the letter!

It is possible to download a statement by manually logging into the BOA web
site.

Anyone know anything about this.

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