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Old 08-21-2006, 02:07 PM
Cal Learner-- MVP
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Default Re: Bank "Direct Services"

In microsoft.public.money, KPT wrote:

- quote -

> I have checking and savings accounts at North Fork Bank, and they're listed
> as a "Direct Service" institution with MS Money. I've started the process of
> setting up auto updates dozens of times over the last several months, using
> my the username and password from the bank's website, as instructed.
> Sometimes the process fails right away, and somethimes I am taken
> tantalizingly close to finishing the process-- Money sometimes begins to pull
> up account numbers, but then fizzles. I always get the message "Your accounts
> couldn't be updated with infromation from your bank or brokerage."
> Since I've been facing this for several months now, am I to give up? Are
> others having similar problems with setting up these "Direct Service" banking
> updates? My understanding is that this isn't my bank's fault, but rather the
> "third party provider" used by Microsoft.


North Fork Bank does not have direct OFX access. While if it did,
that would be the best and fastest way, North Fork Bank does not
offer that. So Microsoft contracts with the third party to provide
the access.

I suggest you open a support case with Microsoft if you bought Money
separately.
  #-1  
Old 08-21-2006, 11:56 AM
KPT
Guest
 
Posts: n/a
Default Bank "Direct Services"

I have checking and savings accounts at North Fork Bank, and they're listed
as a "Direct Service" institution with MS Money. I've started the process of
setting up auto updates dozens of times over the last several months, using
my the username and password from the bank's website, as instructed.
Sometimes the process fails right away, and somethimes I am taken
tantalizingly close to finishing the process-- Money sometimes begins to pull
up account numbers, but then fizzles. I always get the message "Your accounts
couldn't be updated with infromation from your bank or brokerage."

Since I've been facing this for several months now, am I to give up? Are
others having similar problems with setting up these "Direct Service" banking
updates? My understanding is that this isn't my bank's fault, but rather the
"third party provider" used by Microsoft.
 

Tags
bank, direct services
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