Microsoft Money^® and Quicken^® FAQ

While we are happy to provide this information as a starting point for troubleshooting your issue, because we do not manufacture Quicken or Money, we are unable to provide comprehensive technical support. To ensure the best possible experience using your software to access your accounts, if this information is unable to help you resolve your issue please refer to the help menu within either Quicken or Money.

• Which accounts can I download into these products?
• What versions are supported?
• How much history can be downloaded?
• How do I download my accounts into Microsoft Money?
• What if I'm unable to download information from my accounts into Microsoft Money?
• How do I download my accounts into Quicken?
• What if I'm unable to download information from my accounts into Quicken?
• Is there a limit to how many Ameriprise Brokerage accounts I can manage with Quicken?
• How can I get Quicken assistance?
• What if I have duplicate or missing transactions?
• How do I manage Quicken error messages?

Which accounts can I download into these products?

At this time only your Banking and Brokerage accounts can be downloaded. We plan to enable other accounts in the future.

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What versions are supported?

We support versions produced in 2006 or later using a PC. Macintosh versions are not supported.

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How much history can be downloaded?

90 days' worth of history may be downloaded.

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How do I download my accounts into Microsoft Money?

Step 1: Add an account

1. In the top menu bar, click Accounts and Bills and then Account Setup.
2. Click Add a new account.
3. Select the appropriate institution in the Financial Institution box. Click Next.
4. Select the account type. Click Next.
5. Classify the Account.
6. Click No, I'll set up online services later.
7. Provide Name, Currency and Tax Status of the account. Click Next.
8. In the New Account window, click No, I'll do this later.
9. Do not enter any balances in Investments and Cash. Click Next.
10. Click I have no other accounts at this institution, if you do not have additional accounts to add. Click Next.
11. Do not check Go to Online Setup. Click Finish.

Step 2: Set up online services

1. In the top menu bar, click Accounts and Bills and then Account Setup.
2. Click Setup Online Services.
3. Click on the account you just added.
4. Place cursor on the account and click Setup (this button displays as Modify after first account has been set up).
5. Enter User ID and Password. Passwords and IDs must be entered as lowercase and passwords cannot be more than sixteen characters long. Click Next.
6. Microsoft Money downloads account information.
7. Select This Download Account Matches. From the dropdown menu, choose the account you just set up. Click Next.
8. Click Finish.

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What if I'm unable to download information from my accounts into Microsoft Money?

You may be using an old version of Microsoft Money. Ameriprise Financial websites are compatible with versions 2006 and later. Macintosh versions are not supported.

If you are using one of the supported versions and are still experiencing issues, please follow these instructions to update the feed between Ameriprise Financial and Microsoft Money:

1. Open Money and point to the Account List screen.
2. Click "View banks and brokerages" and select Ameriprise Financial Services, Inc., from the list.
3. Click "Stop using online services."
4. You may be prompted with warnings to perform certain actions like review certain transactions. Follow these instructions and then repeat steps one through three to continue.
5. Click OK to disable services.
6. Click the Banking tab to return to the Account List.
7. Click "Add a new account."
8. Select Ameriprise Financial Services, Inc., from the FI Investment list and continue to set up the account.

After downloading account data, you will need to match or merge duplicate accounts. Microsoft Money 2006 and above will prompt you to match accounts automatically when the download occurs.

If you continue to have problems, please call customer service at (800) 862-7919. Keep in mind that Ameriprise Financial does not manufacture Quicken or Microsoft Money, which limits our ability to provide technical support.

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How do I download my accounts into Quicken?

1. Launch Quicken for Windows.
2. Select the Tools Menu and Account list.
3. Select Add Account at the top of the Account list.
4. Select the name and click Next.
5. There are now two options. Select online and click Next.
   • Online: This option will select the account type and set the opening balance based on information supplied by us.
   • Manual: This option will require the user to manually select the account type and input opening balance and date. This is not recommended for an online account.
6. Enter the customer ID and Password.
7. Next select the Account(s) from the list provided by Quicken based on the ID and Password. Passwords and IDs must be entered as lowercase and passwords cannot be more than sixteen characters long.
8. Verify the information is correct and click Next.
9. Quicken will now update the account and download recent transactions.

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What if I'm not able to download information from my accounts into Quicken?

You may be using an old version of Quicken. Ameriprise Financial websites are compatible with Quicken versions 2006 and later. Macintosh versions are not supported.

If you are using one of the supported versions and are still experiencing issues, please follow these instructions to update the feed between Ameriprise Financial and Quicken:

1. Choose the Online menu > Online Center.
2. Select Ameriprise Financial from the Financial Institution drop down menu.
3. Hold down CTRL+F3 on your keyboard and click Contact Info.
4. Select Ameriprise Financial and click Refresh.
5. Click OK.
6. Click Update/Send and enter your PIN and complete the update.

If you continue to have problems, please call customer service at (800) 862-7919. Keep in mind that Ameriprise Financial does not manufacture Quicken or Microsoft Money, which limits our ability to provide technical support.

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Is there a limit to how many Ameriprise Brokerage accounts I can manage with Quicken?

Yes. Quicken allows up to six accounts to be downloaded per user id and password.

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How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software. For help with a Quicken installation, data conversion or product defect, please go to the Quicken Support website at http://www.intuit.com/support/quicken/ for your support options. From within your software, choose Help from the Quicken menu bar. Scroll through the index for your topic or search by entering words and phrases.

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What if I have duplicate or missing transactions?

From time to time, it might appear that you have a duplicate or missing transaction in your register.

Duplicate Transactions:

This may occur after you received a new download, and the transaction didn't match during the normal matching procedure. The fastest way to solve this problem:

• Review your register.
• Find a duplicate that matches another item in the register.
• Manually clear one of the duplicates and delete the other duplicate item.

Missing Transactions:

This may occur after you received a new download, and you chose not to accept a transaction during the matching procedure. The fastest way to solve this problem:

• Add the item to your register manually.
• Mark it as "cleared."

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How do I manage Quicken error messages?

Error Message	Suggested Resolution
OL-301	There are several reasons you may get this message. We have identified an issue in which transactions classified as income transactions are rejected when downloading information into Quicken from My Financial Accounts. We are working to fix this issue. The cause of this error message might be that the account has no balance, the site may be updating or the account is disabled. If your account is not funded, the download function will not work until a balance is present. If your account is disabled, you will need to contact us to assist you with resetting the password. If the site is updating you can try back 15 minutes later.
OL-301A	You may be receiving this error because your system time is most likely incorrect from the switch back to standard time from daylight saving time.
OL-302-A	This occurs when the account number has been incorrectly entered. To resolve, you must first disable the account following these steps: Select the account you want to edit on the account-list screen, and then click Edit. Click the Online Services tab. Click Deactivate next to the service you want to disable. Click Yes to the message "Would you like to disable this service?" Click Yes to the message "You are about to delete online setup information for a Quicken online account." The Account Details window will refresh and the service will show as available. If you have multiple accounts, you will need to perform these steps for EACH account. You will then need to enter a completely different User ID and Password into Quicken and save the changes; if you do not enter a different ID and Password into Quicken, it will not accept the changes. After you have entered a different ID into the program, saved the changes and exited, you will then be able to reopen Quicken and change the user ID and Password to the correct, lowercase version. After saving the changes, closing and exiting the program, you should be able to download without difficulty.
OL-304	The error is caused by the account being incorrectly set up in Quicken. To resolve this, verify that the account information you have entered in Quicken is correct. An incorrect account number, account type, or routing number may have been entered when the account was enabled for online services in Quicken. Passwords and IDs must be entered as lowercase and Passwords cannot be more than sixteen characters long. If you received this error after upgrading from a previous version of Quicken, remove and then re-enter your account number without dashes or spaces. However, if you have outstanding repeating online payments or payments that have been created but not yet transmitted to your financial institution, Quicken will not allow you to modify your account information until you have deleted these payments.
OL-304 A	Deactivate account services with your financial institution, American Express. Before proceeding, accept all downloaded transactions in your account registers and cancel any pending or repeating online payments. Select the Tools menu > Account List and then the View Accounts tab. Select an account with your financial institution with Activated in the Online Services column and click Edit Select the Online Services tab and click the Deactivate button for Transaction Download and Online Payment as needed. Click Yes. Click OK Repeat steps 1-5 for all accounts activated for online services with your financial institution. Activate your accounts with your new financial institution Choose the Tools menu, Account List and select the View Accounts tab. Select the account you would like to activate for online services and select Edit. Enter your new financial institution in the Financial Institution field and then select the Online Services tab. Click the Activate button for the service you would like to activate and follow the onscreen prompts. Repeat for all accounts you need to activate.
OL-306	This occurs when the account number has been incorrectly entered. To resolve, you must first disable the account, following these steps: Select the account you want to edit on the account-list screen, and then click Edit. Click the Online Services tab. Click Deactivate next to the service you want to disable. Click Yes to the message "Would you like to disable this service?" Click Yes to the message "You are about to delete online setup information for a Quicken online account." The Account Details window will refresh and the service will show as available. If you have multiple Accounts, you will need to perform these steps for EACH account. You will then need to enter a completely different User ID and password into Quicken and save their changes: if you do not enter a different ID and password into Quicken, it will not accept the changes. After you have entered a different ID into the program, saved the changes and exited, you will then be able to reopen Quicken, change the user ID and Password to the correct, lowercase version. After saving the changes, closing and exiting the program, you should be able to download without difficulty.
OL-332	This error is the result of the ID and/or Password stored in Quicken being incorrect, or in the incorrect case.
OL-334	The ID being locked out after three failed attempts to log in causes this error. To fix it, you need to have the password reset, so please contact us.

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