Unable to Link a BOFA California Account

In microsoft.public.money, Will wrote:

>I'm trying to link my first bank account in Money 2007, and when I select
>Bank of America (California) from the list, I get a timeout and a message
>that "Account Setup is unavailable." Is there some special process
>required to link a California BOFA account to Money 2007?



Try setting up by choosing the "all except" option when selecting
the bank.. BofA California appears to have recently joined the bulk
of the BoA states in this regard.

Are you attempting to set up Direct Connect with B of A? Have you signed up
for it and received a UserID and password? Are you paying for this or is it
free because you have direct deposit? Provide a little more detail. At
this point I am unsure if you're attempting to sync via MSN sync or Direct
Connect -- I'm not clear as to whether you know what the difference is.

Please provide in detail what you've attempted so far.

"Will" <westes-usc@noemail.nospam> wrote in message
news:8dWdnelTqrlDViHbnZ2dnUVZ_sSlnZ2d@giganews.com ...
> "Chester" <nojunkmail@pretendmail.com> wrote in message
> news:9C9BB716-881F-409E-87D9-B956C0C857F4@microsoft.com...
>> When I initially had difficulty setting it all up, I called the toll-free
>> customer service number for online services at B of A, they helped me
>> out.
>> The original poster should to the same.
>
> I am original poster, and I did call BOFA, and they said flat out they
> didn't support Microsoft Money. It's hard to find good people in tech
> support departments.
>
>
>> As far as my LiveID -- I sign in with it, not sure what that has to do
> with
>> it or why it's a source of confusion for you. Sound like you're
> attempting
>> to assist with something you're not familiar with?
>
> He mentioned it because he duplicated the result that I already reported.
> You try to create a new bank account at BOFA CA and it prompts for Live
> ID,
> followed by an error message. If you try to do the identical steps you
> will get the identical result.
>
> You obviously did something different than what I did, and BOFA doesn't
> know
> how to support the product, so could you share with the group what steps
> you
> took to set this up, because you apparently know something that BOFA
> itself
> and other posters in this group don't know. If you just don't remember
> what you did then so be it.
>
> --
> Will
>
>
>

Sort of, but not really. That's the option you choose for Direct Connect.
If you syncing via Yodlee, you would select CA. Direct Connect is
different, and involves a monthly fee (or free with direct deposit). The
instructions you receive from B of A (CA) after signing up for Direct
Connect instruct the user to select 'All except CA, WA, & ID' -- you're then
prompted to enter the B of A 'credentials' provided.

Further questions? Contact customer care for B of A (CA) online services.


"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
newslkpb3t3vdv80ipfn3cmt3hvf970u3dfeh@4ax.com...
> In microsoft.public.money, Will wrote:

> Try setting up by choosing the "all except" option when selecting
> the bank.. BofA California appears to have recently joined the bulk
> of the BoA states in this regard.

In microsoft.public.money, Chester wrote:

>Sort of, but not really. That's the option you choose for Direct Connect.
>If you syncing via Yodlee, you would select CA. Direct Connect is
>different, and involves a monthly fee (or free with direct deposit). The
>instructions you receive from B of A (CA) after signing up for Direct
>Connect instruct the user to select 'All except CA, WA, & ID' -- you're then
>prompted to enter the B of A 'credentials' provided.

When you got set up for that direct connection, did BoA provide you
with different login credentials than you would use to access via
web site?


>
>Further questions? Contact customer care for B of A (CA) online services.
>
>
>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>newslkpb3t3vdv80ipfn3cmt3hvf970u3dfeh@4ax.com.. .
>> In microsoft.public.money, Will wrote:
>
>> Try setting up by choosing the "all except" option when selecting
>> the bank.. BofA California appears to have recently joined the bulk
>> of the BoA states in this regard.

They're the same -- but -- you have to be 'activated' for direct connect,
you can only do this by calling online services customer care (not regular
customer care). It's rather confusing, as direct connect isn't available
for B of A accounts in WA so I'm not sure why they're lumped together like
that. I actually live in WA, but opened my B of A checking in CA so that I
could use direct connect.

Once you're activated for direct connect, you can use it with Quicken or
Money, but not both. You can switch between the 2 yourself online once you
have it, but you must initially set it up by calling.

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
newsvbqb3lld8ilakimd6d2br5k2lkei62j4p@4ax.com...
> In microsoft.public.money, Chester wrote:
>
>>Sort of, but not really. That's the option you choose for Direct Connect.
>>If you syncing via Yodlee, you would select CA. Direct Connect is
>>different, and involves a monthly fee (or free with direct deposit). The
>>instructions you receive from B of A (CA) after signing up for Direct
>>Connect instruct the user to select 'All except CA, WA, & ID' -- you're
>>then
>>prompted to enter the B of A 'credentials' provided.
>
> When you got set up for that direct connection, did BoA provide you
> with different login credentials than you would use to access via
> web site?
>
>
>>
>>Further questions? Contact customer care for B of A (CA) online services.
>>
>>
>>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>>newslkpb3t3vdv80ipfn3cmt3hvf970u3dfeh@4ax.com. ..
>>> In microsoft.public.money, Will wrote:
>>
>>> Try setting up by choosing the "all except" option when selecting
>>> the bank.. BofA California appears to have recently joined the bulk
>>> of the BoA states in this regard.

This link might be of some assistance, it's what comes up when you opt to
'request sign in information' from the Money 'add account' screen:
https://sitekey.bankofamerica.com/sa...=MODEL&req=MON

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
newsvbqb3lld8ilakimd6d2br5k2lkei62j4p@4ax.com...

> When you got set up for that direct connection, did BoA provide you
> with different login credentials than you would use to access via
> web site?

In microsoft.public.money, Will wrote:

>I'm trying to link my first bank account in Money 2007, and when I select
>Bank of America (California) from the list, I get a timeout and a message
>that "Account Setup is unavailable." Is there some special process
>required to link a California BOFA account to Money 2007?


There have been some recent changes in the Bank of America statement
download area:

From
http://www.microsoft.com/money/banko...e=BanksOnly#14
there are 3 choices now shown. Here is a bit of a
translation/explanation:

Bank of America (All except CA, WA, & ID)
Explanation: Direct OFX for whole country; may require monthly fee
or meet extra criteria.

Bank of America (CA)
Explanation: Yodlee usable for all except (WA & ID)

Bank of America (WA & ID)
Explanation: Yodlee for (WA & ID) only

You might want to re-read other posts on this thread for some tips.

It's a little misleading, as CA isn't listed 100% correctly. According to
the list, CA uses Yodlee. Yes, it does, but it also links up directly to B
of A for both transaction download and billpay. Once you sign up for the
service, the instructions you receive tell you to select the 'all except CA,
WA, & ID' option. The instructions are correct, as this works and gets the
direct hook-up going -- but it doesn't make sense.

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:vppbc318omtkjq6t48hlitavl6r2sgkr6n@4ax.com...
> In microsoft.public.money, Will wrote:
>
>>I'm trying to link my first bank account in Money 2007, and when I select
>>Bank of America (California) from the list, I get a timeout and a message
>>that "Account Setup is unavailable." Is there some special process
>>required to link a California BOFA account to Money 2007?
>
>
> There have been some recent changes in the Bank of America statement
> download area:
>
> From
> http://www.microsoft.com/money/banko...e=BanksOnly#14
> there are 3 choices now shown. Here is a bit of a
> translation/explanation:
>
> Bank of America (All except CA, WA, & ID)
> Explanation: Direct OFX for whole country; may require monthly fee
> or meet extra criteria.
>
> Bank of America (CA)
> Explanation: Yodlee usable for all except (WA & ID)
>
> Bank of America (WA & ID)
> Explanation: Yodlee for (WA & ID) only
>
> You might want to re-read other posts on this thread for some tips.
>