Set up an account
- Click Banking, and then click Account List.
- In the left pane, click Add a new account.
- Follow the instructions on the screen.
- If you can’t find the name of your bank or brokerage in the Select a bank or brokerage list, your bank or brokerage doesn’t provide online services (Services provided by your bank or brokerage for common banking tasks, such as paying bills, over the Internet. ) to Money. To set up an account where you enter the information yourself, click My bank or brokerage isn’t listed, and then follow the instructions on the screen.
- To learn more, see the Manage your accounts video. To watch the Money videos, on the Help menu, point to Instructional Videos, and then click a title.
Change account information