Occasionally, your bank or brokerage might not be able to move your transfers, electronic payments, or automatic payments to its new service. If this happens, you'll have to cancel your Epays and Apays in Money, and then set them up again after the upgrade.
An online service update might require some or all of the following items. If your bank or brokerage updates its services, Money will tell you which ones apply to you.
It's also a good idea to back up your Money file before you update online services.