Microsoft KB Archive/149629

Money: How to Sign Up for Quotes Online

PSS ID Number: Q149629 Article last modified on 07-23-1998

3.0 3.0a 4.0 4.0a 5.0

WINDOWS

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Microsoft Money’s Quotes Online service allows you to download daily stock prices directly into Money to update your Investment Portfolio. To sign up for Quotes Online, you need to send an application to Online Services and set up Money for Quotes Online. This article explains the steps required.

Microsoft Money 5.0 also supports Internet Quotes, which is a free service, but requires Internet access (not included with Money). For information on using and setting up Internet Quotes, please refer to Money 5.0’s online Help.

= MORE INFORMATION =

To sign up for Quotes Online, send an application to Online Services. In Microsoft Money for Windows 95 you can print an application from within the Online Signup Wizard. To run the Online Signup Wizard, click the Online Quotes Setup button in the Investment Portfolio. In Money version 3.0, you can print an application by clicking the On-Line Sign- Up Form icon in your Microsoft Money program group.

If you bank with one of Microsoft Money’s member banks, your bank may offer Online Quotes in a package with other online services. Contact your financial institution to determine if they have plans to offer these services. If you don’t see your bank on the list, contact your bank, or call (800) 200-7622 to check service availability.

For additional information, please see the following articles in the Microsoft Knowledge Base:

ARTICLE-ID: Q139337 TITLE : List of Money’s Current Online Banking Providers

ARTICLE-ID: Q150077 TITLE : Money: Not All Member Banks Offer Quotes Online

After sending in your application, you will receive a Startup Kit from Online Services. Once you receive this, you will need to enable Quotes Online in Microsoft Money. Follow the steps outlined below for your version of Money.

Money 4.0
  On the Contents screen in Money, click Investment Portfolio.   Click the Online Quotes Setup button and then click the Next button.   From the list, select Quotes On-Line.   Click the Next button. Click Next again.   Fill out the personal information as shown on the Reference Guide you received from Online Services, then click the Next button. NOTE: It is important that you enter this information accurately.   Fill in the access phone number provided by Online Services. NOTE: Your access phone number is assigned based on the modem baud rate you indicated on your Online Services application.   Click Next and then Finish. Microsoft Money is now enabled for Quotes Online. 

Money 5.0
  On the Contents screen in Money, click Investment Portfolio. </li>  Click the Online Quotes Setup button and then click the Next button. </li>  From the list, select Quotes. </li>  Click the Next button. Click Next again. </li>  Fill out the personal information as shown on the Reference Guide you received from Online Services, then click the Next button. NOTE1: It is important that you enter this information accurately. NOTE2: Your access phone number is assigned based on the modem baud rate you indicated on your Online Services application. </li>  Enter this Financial Institution ID number and click Next. Contact your bank (if using Quotes through your bank) or refer to the Online Services Reference Guide for this information. </li>  Click Next and then Finish. Microsoft Money is now enabled for Quotes Online. </li></ol>

Money version 3.0
  On the On-Line menu, click Set Up Services, and then click Continue. </li>  Fill out the personal information as shown on the Reference Guide you received from Online Services then Click the Continue button. NOTE: It is important that you enter this information accurately. </li>  Select the Serial COM Port to which your modem is connected and select the modem speed, and then fill in the access phone number provided by Online Services. NOTE: Your access phone number is assigned based on the modem baud rate you indicated on your Online Services application. </li>  When finished, click OK. Click OK on the Setup Complete Screen. Microsoft Money is now enabled for Online Quotes. </li></ol>

For additional information, please see the following articles in the Microsoft Knowledge Base:

ARTICLE-ID: Q138319 TITLE : How To Change Stock Symbol In Money

KBCategory: kbusage KBSubcategory: kbonline

Additional reference words: w_money kbhowto 3.0 and 3.0a Rollerbob

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========================================================= Keywords : kbonline Version : 3.0 3.0a 4.0 4.0a 5.0 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1998.