Microsoft Money^® and Quicken^® FAQs

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?

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

We support versions produced in 2005 or later using a PC. Macintosh versions are not supported.

90 days' worth of history may be downloaded.

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.

You may be using an old version of Microsoft Money. Ameriprise Financial websites are compatible with versions 2005 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. For Microsoft Money 2005, follow these instructions to merge accounts manually:

1. Click Banking, and then under Other tasks, click Merge duplicate accounts.
2. In the corresponding Merge box, match the new account (listed on the left) with the old account (listed on the right).
3. Select all the accounts which need to be merged and click OK.

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.

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.

You may be using an old version of Quicken. Ameriprise Financial websites are compatible with Quicken versions 2005 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.

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

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.

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."