To set up online updates in Money, some banks require that you contact them to set up specific sign-in information to use with Money. If Money asks you to enter “special sign-in information for use with Money,” then you will have to obtain this information from your bank before you set up the online updates in Money. Depending on your bank, you may be able to request the special sign-in information on their Web site, by phone, or in person. The service of providing account information to Money may be called OFX services by your bank.
If you do not have the special sign-in information available while you are setting up the account in Money, you can finish setting up the account as a placeholder account. You can add your sign-in information later or update the account by typing in your transactions.
About bank or brokerage sign-in information
Problems with bank or brokerage sign-in information
About having multiple user names at one bank or brokerage