Jim_Grecni I have a licensed version of Moneyline. After installation I tried to setup online banking. I check the "Enable online account access" button and when I click on the "Financial Institution" drop down there is nothing there but the "Add new Financial Institution" option. Does the software not provide any pre-defined institutions?
Jim_Grecni Never mind, I uninstalled the software, re-downloaded and re-installed and now have the "Download Financial Institutions" option.