Article ID: 326066 - View products that this article applies to.
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You try to connect to your financial account through MSN Money or through Microsoft Money. When you do this, the password that you typically use to access your account through your financial institution's Web site does not work.
This issue occurs when the incorrect password is used.
Many financial institutions use two kinds of passwords. One password is for users to access their information through the financial institution's Web site, and the other password is for users who use finance programs such as MSN Money and Microsoft Money.
To resolve this issue, obtain the correct logon information to use when you connect to your financial institution by using the products that are listed in the "Applies to" section. To do this, contact your financial institution.
Many financial institutions offer two ways to access your accounts online. One way is to access your account online through the Internet. The other way is to access your accounts online through a direct link to your financial institution.
The most common method to access your accounts is online through the Internet. To do this, you connect to the Web site of your financial institution, and then you use your five-digit to eight-digit password to sign in.
To access your financial institution's Web site by using Microsoft Money, click the Connect to Bank option in the navigation pane, and then connect to the Web site. Click signin to obtain access. You can take advantage of any options that are available there and then download that activity into Money.
The direct-link method to access your account is called "OFX." OFX is offered by many financial institutions for a fee. You use a direct link in a way that resembles how you access the Internet through the Web. However, in this case, you use the Get Online Statements feature in Money. This feature requires another password.
To discuss this feature or to use it, contact online support for your financial institution. Your financial institution will give you a password that you can enter in the appropriate line in the Get Online Statements feature of Money.
Your financial institution sets up the direct-link feature. Money does not require the direct-link feature to work correctly. Additionally, Money does not control the direct-link feature.
Article ID: 326066 - Last Review: February 27, 2014 - Revision: 7.0