Money: How to Sign Up for Quotes Online
  
PSS ID Number: Q149629
Article last modified on 07-23-1998
 
3.0 3.0a 4.0 4.0a 5.0
 
WINDOWS
 

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5.0 4.0 4.0a 3.0 3.0a
WINDOWS
kbusage
 
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The information in this article applies to:
 
 - Microsoft Money version 4.0, 4.0a, 5.0 for Windows 95
 - Microsoft Money version 3.0 and 3.0a
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SUMMARY
=======
 
Microsoft Money's Quotes Online service allows you to download daily
stock prices directly into Money to update your Investment Portfolio.
To sign up for Quotes Online, you need to send an application to
Online Services and set up Money for Quotes Online. This article
explains the steps required.
 
Microsoft Money 5.0 also supports Internet Quotes, which is a free
service, but requires Internet access (not included with Money). For
information on using and setting up Internet Quotes, please refer to
Money 5.0's online Help.
 
MORE INFORMATION
================
 
To sign up for Quotes Online, send an application to Online Services.
In Microsoft Money for Windows 95 you can print an application from
within the Online Signup Wizard. To run the Online Signup Wizard, click
the Online Quotes Setup button in the Investment Portfolio. In Money
version 3.0, you can print an application by clicking the On-Line Sign-
Up Form icon in your Microsoft Money program group.
 
If you bank with one of Microsoft Money's member banks, your bank may
offer Online Quotes in a package with other online services. Contact
your financial institution to determine if they have plans to offer
these services. If you don't see your bank on the list, contact your
bank, or call (800) 200-7622 to check service availability.
 
For additional information, please see the following articles in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q139337
   TITLE     : List of Money's Current Online Banking Providers
 
   ARTICLE-ID: Q150077
   TITLE     : Money: Not All Member Banks Offer Quotes Online
 
After sending in your application, you will receive a Startup Kit from
Online Services. Once you receive this, you will need to enable Quotes
Online in Microsoft Money. Follow the steps outlined below for your
version of Money.
 
Money 4.0
---------
 
 1. On the Contents screen in Money, click Investment Portfolio.
 
 2. Click the Online Quotes Setup button and then click the Next
    button.
 
 3. From the list, select Quotes On-Line.
 
 4. Click the Next button. Click Next again.
 
 5. Fill out the personal information as shown on the Reference Guide
    you received from Online Services, then click the Next button.
 
    NOTE: It is important that you enter this information accurately.
 
 6. Fill in the access phone number provided by Online Services.
 
    NOTE: Your access phone number is assigned based on the modem baud
          rate you indicated on your Online Services application.
 
 7. Click Next and then Finish. Microsoft Money is now enabled for
    Quotes Online.
 
Money 5.0
---------
 
 1. On the Contents screen in Money, click Investment Portfolio.
 
 2. Click the Online Quotes Setup button and then click the Next
    button.
 
 3. From the list, select Quotes.
 
 4. Click the Next button. Click Next again.
 
 5. Fill out the personal information as shown on the Reference Guide
    you received from Online Services, then click the Next button.
 
    NOTE1: It is important that you enter this information accurately.
 
    NOTE2: Your access phone number is assigned based on the modem baud
           rate you indicated on your Online Services application.
 
 6. Enter this Financial Institution ID number and click Next. Contact
    your bank (if using Quotes through your bank) or refer to the Online
    Services Reference Guide for this information.
 
 7. Click Next and then Finish. Microsoft Money is now enabled for
    Quotes Online.
 
Money version 3.0
-----------------
 
 1. On the On-Line menu, click Set Up Services, and then click
    Continue.
 
 2. Fill out the personal information as shown on the Reference Guide
    you received from Online Services then Click the Continue button.
 
    NOTE: It is important that you enter this information accurately.
 
 3. Select the Serial COM Port to which your modem is connected and
    select the modem speed, and then fill in the access phone number
    provided by Online Services.
 
    NOTE: Your access phone number is assigned based on the modem baud
          rate you indicated on your Online Services application.
 
 4. When finished, click OK. Click OK on the Setup Complete Screen.
    Microsoft Money is now enabled for Online Quotes.
 
For additional information, please see the following articles in the
Microsoft Knowledge Base:
 
  ARTICLE-ID: Q138319
  TITLE     : How To Change Stock Symbol In Money
 
KBCategory: kbusage
KBSubcategory: kbonline
 
Additional reference words: w_money kbhowto 3.0 and 3.0a Rollerbob
 
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Keywords          : kbonline 
Version           : 3.0 3.0a 4.0 4.0a 5.0
Platform          : WINDOWS
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Copyright Microsoft Corporation 1998.