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Posted by srbuck69 on May 31, 2007, 6:48 am
Please log in for more thread options Thanks...You answered my question. Now I know what to ask when I talk
with the bank.
Steve
wrote:
>boblikesfilms@sbcglobal.net wrote:
>> I'm considering changing banks. Can the account
>> information I have in Quicken be transferred to the new
>> bank(Wachovia) without having to reenter account #s,
>> addresses,etc
>
>I'm having a hard time deciphering exactly what you want to do;
>I think some more information would have been (and my still be)
>helpful.
>
>If you are asking whether you can keep the exact same Online
>Payee List you have now, when you move to a new bank, the answer
>is ... it depends. It depends on whether the new financial
>institution uses the same online billpay processor that your
>current institution uses. I think that If both fi's use the
>same billpay processor, you can probably keep your current
>Online Payees, unchanged; if not, you probably have to re-enter
>those Online Payees.
>
>[I do not know of any simple way to determine the bill payor for
>a given financial institution ... except to call the fi and ask
>them.]
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