Microsoft Money understands how much you value your customers—and what it means to provide them with exceptional service. Becoming a certified Microsoft Money partner can help take your customers’ experience with Microsoft Money to the next level. Read on to find out how to join the expansive network of financial institutions already certified with Microsoft Money.

Interested in becoming a certified Microsoft Money partner? The following steps will help you complete the process:

1. Check to see if Money already has your financial institution listed in the Financial Institution Partner List. If you are already in this list, e-mail the Microsoft OFX Financial Institution Team to see which of the following steps you must complete.
2. Email the Microsoft OFX Financial Institution Team to indicate your interest in becoming an OFX partner with Money.
3. Sign the free Microsoft Money Marketing Agreement (MMA), and fax one complete copy to 425-708-0316.
4. Review the logo specification and provide two logos for your institution. E-mail them to the Microsoft OFX Financial Institution Team(2-way OFX institutions only).
5. After Microsoft receives all required branding items we will send test branding instructions to you so that you may review your brand (2-way OFX institutions only). To guarantee your customers have correct information for your financial institution:

   	Review the test brand to confirm that Money shows the information you want and can connect to your OFX solution as expected. For more information about how to test you may review our Test Branding information.
   	If any changes need to be made, e-mail the Microsoft OFX Financial Institution Team before approving the files.

6. When the branding files meet your approval, sign the Live Production Agreement (LPA), and fax one copy to 425-708-0316. This agreement confirms that you approve the branding data as provided by Microsoft and requests that Microsoft publish this data as is to our branding server.
   

   	When submitting the LPA please request a date from our Live Production Schedule.
   	Any request which falls outside of our Live Production Schedule is subject to a fee. Requests which align with our schedule are not subject to a fee.

Visit the Frequently Asked Questions page to find answers to the questions asked most frequently by our financial institution partners when applying for partnership, certifying an OFX solution, or just learning about how to partner with Microsoft.

If you are already a Money partner and wish to change any of your application and/or contact information, please email the Microsoft OFX Financial Institution Team.