To test your branding files, you will first set up online services, and then review the branding information displayed in Microsoft Money.

1. Start Money.
2. Start fresh by creating a new Money file. Click File and New and then click New File.
3. Decline .NET Passport at the Help protect your online security and privacy page. .NET Passport is not needed for branding tests.
4. Check the I don’t want to use a password for my Money file box and then click Next two times.
5. Select the appropriate account type and then click Next.
6. Select your institution by clicking the first letter of the name of your institution, and then selecting it in the list displayed and then click Next.
7. Money will ask if you have sign on information to set up online services. Select Yes, I have sign-in Information and then click Next.
8. Enter your User ID and Password.
9. Select how many days of transactions you want downloaded from your institution, and then click Next.
10. Click Finish.

1. On the Home page click Account List.
2. Select one of the accounts you just set up.
3. Verify that your logo appears correctly.
4. Click the Connect to bank link on the left pane and then click the Services link for your financial institution.
5. Click the link for your financial institution under View Contact Information.
6. Verify that the contact information is correct.
7. Verify the way Money displays your Comments information (if supplied) in the Notes section.
8. Click the Update advanced web settings link under Common Tasks on the left pane and verify that the correct URLs are displayed and then click Cancel.

IMPORTANT NOTE: The Live Partner Agreement is your request to Microsoft to publish the branding information that the Money financial institution team sent to you for testing. Once signed and faxed, Microsoft will publish your branding data on the next production date on or after the date you specify. Do not fax this form to Microsoft if you have not tested and approved the branding data and are prepared to go live with Microsoft Money.