Money first checks the FI list (which contain the password rules provided by
each FI and how to connect to that FI) for any updates to verify if that FI
is still supported/available.
Then once this is validated (including the password rules), Money will
contact the appropriate OFX server.

-Mark


"bummpr" <bummpr[at]discussions.microsoft.com> wrote in message
news:0228072B-91CC-40B2-8670-BA360E867C54[at]microsoft.com...
- quote -

Cal, Thanks for your prompt reply!!!

I had no problems related to the conversion of the accounts after the recent
merger of these CU's. I had to follow the steps outlined at the link you
provided.

I am suggesting that this "password edit" is programatic within Money itself
(and has been for many past versions) because it pops up before connection is
made to the OFX server. You could verify this yourself (and for me) by
trying to change your password to any existing FI online service within Money
to something that contains a special character.

Another reason I believe this password edit is programatic and not a problem
or restriction by the FI is that I have (and continue to use) Quicken to
successfully access these same accounts thru the OFX server that have the
complex password. It is the primary reason I cannot eliminate Quicken...I
have been running parallel systems for several years.

I am hoping you could use your considerable influence with MS to address
this long outstanding issue.

Again, thanks much for your responses.

--
---------
bummpr


"Cal Learner-- MVP" wrote:

- quote -

I'll not "suggest" it.
I'll state it flat out: Yes, the FI's determine their password rules. It is
up to them to let Microsoft know if they change.
Also as Cal (and others) have stated, an FI's OFX credentials may be
different then their web site credentials. You may have to contact your FI
to have them enable your accounts for OFX (they might charge a fee).

-Mark

"bummpr" <bummpr[at]discussions.microsoft.com> wrote in message
news:E3DA154C-5107-4464-A8EB-AB3C34793210[at]microsoft.com...
- quote -

In microsoft.public.money, bummpr wrote:

- quote -

I don't work for Microsoft, or either credit union.

In microsoft.public.money, bummpr wrote:

- quote -

Me? I supply no profiles. This is a user group.

It would appear that Summit Credit Union (WI) has real OFX server.
That's good. The requirements for the password are set up by them.
Check
http://www.summitcreditunion.com/cgi...crosoft;page=2
and http://www.summitcreditunion.com/summit.php?page=375 to see if
that's something you will need to do.




I did not locate the other at
http://www.microsoft.com/money/banko...Type=BanksOnly

This error message was received from both Great Wisconsin Credit Union and
Summit Credit Union (WI).

This error message shows up during "setup" before any access to the FI is
attempted. Are you suggesting that these edit rules are contained within the
FI profiles you supply?

--
---------
bummpr


"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, bummpr wrote:

- quote -

Would you care to name the financial institution? Normally, any such
restrictions are from the FI. With some FIs, the login info used for
OFX access differs from the access you would use to access them on
their website. In other cases, it is the same.

I am on the latest version of MS Money Plus Deluxe (but this problem has been
evident for the prior two versions of Money). My wife has responsibly
created online passwords for which contain mixed case letters, numbers AND
special characters.

Guess what...I try to establish online connection setup profile for her
accounts in Money and I am unable to complete because Money indicates the
password "cannot contain special characters (such as punctuation or symbols)."

This seems absurd when everyone (including the financial institutions,
security experts AND Microsoft) is encouraging people to make their passwords
more complex and to INCLUDE special characters.

Please fix this BAD edit so I can finally update all my family accounts in
Money and get rid of Quicken (which has never had a problem with the
passwords I want to create).

Thanks for your attention to this matter!

---------
bummpr

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