Cannot connect to financial institution to set up online services in Money (836201)



The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002

SYMPTOMS

When you connect to your financial institution to set up online services in Microsoft Money 2004, Microsoft Money 2003, and Microsoft Money 2002, you may receive the following error message:
Please verify that your user information and password are correct and then try your call again.

CAUSE

This problem may occur if one of the following conditions is true:
  • You use the wrong identity or password information when you try to connect to your financial institution.
  • Your financial institution has locked your account or reset your password.

RESOLUTION

To resolve this problem, use the following methods in the order that they appear.

Method 1: Verify your identity and password

Contact your financial institution to verify the identity and the password that you will use to connect to their Web site.

Method 2: Verify that your account is ready for use

Contact your financial institution to verify that your account is not locked and is ready for use.

Modification Type:MajorLast Reviewed:11/11/2004
Keywords:kberrmsg kbprb KB836201 kbAudEndUser