Microsoft KB Archive/156038

Money: What Information Is Required to Set Up Online Services

PSS ID Number: Q156038 Article last modified on 08-19-1998

WINDOWS:5.0,98,99

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 == Microsoft Money version 5.0 for Windows 95 == 

= SUMMARY =

This article describes the information you need to set up accounts for Online Services.

= MORE INFORMATION =

There are three possible methods for setting up accounts for Online Services. These are CheckFree Service (formerly ISC) as the service provider, VISA InterActive (VISA) as the service provider, or through another bank or service provider which uses the Open Financial Connectivity (OFC) standards. The method you use will depend upon the financial institution’s preferences.

Intuit Service Center (ISC)
CheckFree or a CheckFree partner-bank provides a Start-up kit to each customer. This Start-up kit includes a Reference Guide that contains information regarding which services are enabled for which accounts. This kit also contains a Service Agreement outlining CheckFree’s policies.

To set up accounts with CheckFree, the following information is required:


 * Social Security Number (SSN): The SSN is your account number with CheckFree. Businesses can use their Tax ID Number (TIN).
 * Name: The first name on the Reference Guide is the name used by CheckFree for your account.
 * Account Numbers: The Reference Guide contains this information.
 * Services Enabled: The Reference Guide contains this information.
 * Account Type: It is essential that you choose the correct account type.
 * Routing Transit Number (RTN): Each account needs the correct RTN. These can differ by account.
 * Personal Identification Number (PIN): CheckFree or your bank assigns the PIN. This is temporary, it can be changed the first time you connect.

VISA InterActive
VISA accounts can be set up through your bank, by mail, or over the phone. You will receive the following information:


 * Access ID: This is usually your Social Security Number.
 * Password: VISA or your bank assigns the password. Often, you can choose your own password.
 * Bank ID: This is usually filled in by the branding server.

Open Financial Connectivity (OFC)
Each OFC bank sends its customers a Start-Up kit; these kits include your personal set-up information. Additionally, banks include information about how their services function; each bank defines items such as services offered, and days required to make an electronic payment or funds transfer.

You need the following information from your bank to complete the Online Services Wizard:

  Connection Method: Dial-Up Networking or Internet. This information is usually supplied by the branding server.   Access phone number or URL: This is usually supplied by the branding server.   Identification Code (ID): This may be your bank account number or some other ID number supplied by your bank.   Account Numbers: You need to supply the account number(s). </li>  Account Type: During the setup process for Online Banking, the wizard asks you to specify the account type. It is essential that you select the correct account type. </li>  Routing Transit Number (RTN): Each account needs the correct RTN. These can differ by account. NOTE: Although Money provides the software, banks are solely responsible for Online Bill Payment and Online Banking content. </li></ul>

= Additional query words: w_money 97 6.0 7.0 pizza =

Keywords : kbdta kbonline kbfaq Version : WINDOWS:5.0,98,99 Platform : WINDOWS Issue type : kbinfo ============================================================================= Copyright Microsoft Corporation 1998.