Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 04-17-2008, 08:54 PM
Paul Pedersen
Guest
 
Posts: n/a
Default Re: cannot set up online update


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:cvme045rsbl2pfcipip1rv0g1ajggigpdb[at]4ax.com...
- quote -

> In microsoft.public.money, Paul Pedersen wrote:
> > I opened a new investment account. The brokerage is listed in Money's
> > list,
> > but when I try to set up online access, Money tells me I have to call the
> > broker for login credentials. So I did, but the broker told me they don't
> > support Money.
> > > If that's the case, why are they in the list? Did they give me bad info?
> > > Money Plus Premium

> Looking up your broker at
> http://www.microsoft.com/money/banko...BrokeragesOnly
> see if it says "Direct Services are the fastest, easiest way to
> connect with your financial institution and have your statements
> automatically downloaded into Money directly from your financial
> institution. " without the asterisk and the term "third party" is
> used in the description.


Check. It's there.



- quote -

> If that is the case, try calling customer service again at a
> different time of day.


The guy I talked to claimed he spoke to the most knowledgeable people in his
tech support group.



- quote -

> Also consider a web search for "Microsoft" on sites with the same
> URL root that is referenced on the base URL for the FI.


No find.



- quote -

> Also consider contacting Microsoft Support with the question if the
> discrepancy persists. Use you serial number from Help-> About as the
> product ID.


I'll try that. Also I'll email the broker; maybe I'll get a different answer
that way.

Thanks for your help.



  #2  
Old 04-17-2008, 02:25 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: cannot set up online update

In microsoft.public.money, Paul Pedersen wrote:

- quote -

> I opened a new investment account. The brokerage is listed in Money's list,
> but when I try to set up online access, Money tells me I have to call the
> broker for login credentials. So I did, but the broker told me they don't
> support Money.
> If that's the case, why are they in the list? Did they give me bad info?
> Money Plus Premium



Looking up your broker at
http://www.microsoft.com/money/banko...BrokeragesOnly
see if it says "Direct Services are the fastest, easiest way to
connect with your financial institution and have your statements
automatically downloaded into Money directly from your financial
institution. " without the asterisk and the term "third party" is
used in the description.

If that is the case, try calling customer service again at a
different time of day.

Also consider a web search for "Microsoft" on sites with the same
URL root that is referenced on the base URL for the FI.

Also consider contacting Microsoft Support with the question if the
discrepancy persists. Use you serial number from Help-> About as the
product ID.
  #1  
Old 04-16-2008, 11:35 PM
Paul Pedersen
Guest
 
Posts: n/a
Default Re: cannot set up online update


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:8q1d04llg9pn7u6bbe8kuqlpm58msge163[at]4ax.com...
- quote -

> In microsoft.public.money, Paul Pedersen wrote:
> > I opened a new investment account. The brokerage is listed in Money's
> > list,
> > but when I try to set up online access, Money tells me I have to call the
> > broker for login credentials. So I did, but the broker told me they don't
> > support Money.
> > > If that's the case, why are they in the list? Did they give me bad info?
> > > Money Plus Premium

> > Care to name the broker?



Not really...

Am I being paranoid? I don't think so. Hackers really are out to get me (and
everyone else too).


 
Old 04-16-2008, 11:10 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: cannot set up online update

In microsoft.public.money, Paul Pedersen wrote:

- quote -

> I opened a new investment account. The brokerage is listed in Money's list,
> but when I try to set up online access, Money tells me I have to call the
> broker for login credentials. So I did, but the broker told me they don't
> support Money.
> If that's the case, why are they in the list? Did they give me bad info?
> Money Plus Premium


Care to name the broker?

  #-1  
Old 04-16-2008, 07:24 PM
Paul Pedersen
Guest
 
Posts: n/a
Default cannot set up online update

I opened a new investment account. The brokerage is listed in Money's list,
but when I try to set up online access, Money tells me I have to call the
broker for login credentials. So I did, but the broker told me they don't
support Money.

If that's the case, why are they in the list? Did they give me bad info?

Money Plus Premium



 

Tags
online, set, update
Similar Threads
Thread Forum Replies Last Post
online update
frugalguy: When msmoney 2007 downloads updates, it often duplicates entries which have to be matched. BUT TODAY, instead of a few of recent entries, it went...
Microsoft Money 6 07-24-2007 07:26 PM
Online Update
Psvieira: Hello. Can anyone tell me if I can update the Microsoft Money Standard I have instaled in my computer from the Microsoft website? I'm asking because...
Microsoft Money 3 10-19-2006 08:06 PM
online update
zbigguy: I have two credit cards from Chase with different logins. How can I get MS Money to see both of them.
Microsoft Money 4 07-29-2006 05:28 PM
Online Update
Jay Bertino: When I use "Online Update" to update my Money 2006 Small Business I have an issue. Whenever my wife or I buy groceries at a local store the Online...
Microsoft Money 2 08-05-2005 04:13 PM
Online update option prize + manual update
Eric: Hello, Does anyone know, if and how MM2004 deluxe and business can download the prize of dutch options? And why is it, that if I enter prizes...
Microsoft Money 3 07-12-2004 04:13 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 02:08 AM.