Steve T Carroll Posted February 17, 2021 Share Posted February 17, 2021 How do you add a new Financial Institution? Where do you get the information for this? The bank doesn't have it. I do not have a number to call for the information. It's not in the newly added banks that i download. Help please??? Link to comment Share on other sites More sharing options...
elk Posted February 18, 2021 Share Posted February 18, 2021 If your financial institution is not in the list, you can add it manually. To do that, please follow these steps: Click Accounts menu > Add Account > check Enable online account access > click the Financial Institution drop down menu > select Add New Financial Institution > enter the required information (if you do not know that, you may need to contact your bank, they are the only ones who can provide you with those details) > click OK > OK again to save the changes. Link to comment Share on other sites More sharing options...
dhast1687 Posted May 2, 2022 Share Posted May 2, 2022 Even with adding a new account, with the correct routing number, account number and password, it does not resolve the issue wherein we're unable to retrieve transactions, reconcile transactions, etc. Continue to receive error message in communicating with financial institutions. Posted issue in another area on this forum. Link to comment Share on other sites More sharing options...
n1x1 Posted November 16, 2022 Share Posted November 16, 2022 If the bank you are looking for is not in the list, you may add it manually. To do that, click Accounts, Add Account, check Enable Online Account Access, from the Financial Institution drop-down menu, select Add New Financial Institution, enter the required information, click OK and OK again to save the changes. Check the information below: 1. Financial Institution: Select the name of the financial institution with which the account should be associated. Alternatively, new financial institution information may be entered by using the Add 2. Routing Number: Enter the routing number (or sort code, transit number, or BSB number) for your financial institution. 3. Account Number: Enter the account number issued by the financial institution holding the account. 4. User ID: Enter the user ID issued by the financial institution for accessing the account. 5. Password: Enter the password associated with the above user ID. 6. Prompt me for my password when connecting to my bank: Check this box to prevent MoneyLine from storing your password. You will be prompted to enter your bank password each time your account information is retrieved. 7. Last Import: Last date an import of transactions was performed for this account. **If the issue continues, maybe is because your financial institution does not support Moneyline. Link to comment Share on other sites More sharing options...
PetersMax Posted January 18 Share Posted January 18 Hi! Try contacting the bank directly or check with other financial institutions for advice. It's also possible that the bank is not yet available for online registration; in that case, you could wait or check with the bank for the update. Good luck! Link to comment Share on other sites More sharing options...
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