How to Bypass the Phone Call for Online Services Setup (154315)


The information in this article applies to:

  • Microsoft Money 97
This article was previously published under Q154315

SUMMARY

Occasionally, your financial institution or Home Banking service provider may direct you to bypass the phone call made during Online Services Setup to download information about your bank. This article explains the steps required to do this.

NOTE: You must have special information provided by your Home Banking service provider. Do not attempt to follow these steps unless you have this information. Incorrect or incomplete information could cause problems with your Online Services setup.

MORE INFORMATION

Normally there is no need to manually setup Online Services information. The phone call during the Online Services Setup Wizard should download the current Home Banking options offered by your financial institution.

However, in certain situations, your Home Banking provider may direct you to manually set up Home Banking information. If you are experiencing difficulty connecting to Money Online, bypassing the call may be the simplest method.

NOTE: Money Online is also known as the Branding Server(BDS).

For additional information on troubleshooting problems downloading bank information, please see the following articles in the Microsoft Knowledge Base:

157435 How to Obtain Bank Contact Information From the Internet

156886 Money 5.0 Problem Retrieving Online Setup Information

Required Information

Before proceeding, be sure to have on hand the following information:
  1. Bank Settings: You need to know the appropriate Bank Settings for Online Banking and Online Bill Payment for your financial institution or service provider. The options are:
    • (None)
    • Bank Settings 1
    • Bank Settings 2
    • Bank Settings 3
  2. If using Bank Settings 1, you need to know the Financial Institution ID number (FID) used by your financial institution or service provider.
  3. If using Bank Settings 2, you need to know the Bank ID used by your financial institution or service provider.
  4. If using Bank Settings 3, there are many variables that you need to know. It is best if you step through this with the technical support representatives of your financial institution or service provider, or try to make the Money Online connection to download the required information.

To Bypass the Phone Call to Online Services Setup

  1. Go to the Home Banking place.
  2. On the Account tab, click Set Up Online Services (or Select Online Services).
  3. Click Next.
  4. Enter the Bank Identification number or routing number (if necessary), then click Next.
  5. Hold down the SHIFT key and click Connect to bypass the call.
  6. If you see a warning that no information is available for your bank, click OK.
  7. When asked if you have received your password or PIN, make sure that "Yes, I Have This Information" is selected, and click Next.
  8. Click Advanced, and select the Bank Settings options provided by your Home Banking provider.

    NOTE: It is important that you select the correct Bank Settings options for the services provided by your service provider. Your service provider may provide only Online Bill Payment or only Online Banking, or it may provide both services. If you have any questions on this, contact your service provider before proceeding.
  9. Continue with the Online Services Setup Wizard and enter the necessary information. The dialog boxes presented will vary depending on the Advanced Settings you specify.
  10. You may be prompted for a Bank ID number of a Financial Institution ID number. This information should be provided by your service provider.
Modification Type:MajorLast Reviewed:2/22/2002
Keywords:KB154315
©2002 Microsoft Corporation. All rights reserved.