, Fidelity Investments and Waterhouse Securities to Deliver Online Account Information to Consumers
REDMOND, Wash., March 9, 1999 — Microsoft Corp. today announced agreements with DLJ direct Inc., Fidelity Investments and Waterhouse Securities Inc. to provide time-saving, one-click online brokerage account downloads for customers using the MSN
personal finance online service Web site ( http://moneycentral.MSN.com/ ), and Microsoft® Money 99 personal finance software. MSN MoneyCentral now provides more direct statement download options than any other personal finance Web site.
In addition to the leading brokerages announced today, MSN MoneyCentral also offers direct account access from Charles Schwab & Company Inc. and E*TRADE Securities Inc. The one-click statement downloads are automatically entered into the award-winning MSN MoneyCentral Portfolio Manager. MSN MoneyCentral features the most customizable portfolio manager on the Web, with sophisticated portfolio analysis and powerful charting capabilities that help users stay on top of their investments.
“We are working with Microsoft to provide convenient statement access for a growing number of our investors who use the Internet for managing their investing needs,”
said Blake Darcey, chief executive officer, DLJ direct .
With the new agreements, Microsoft Money 99 provides access to 584 financial institutions, making it the most connected personal finance software available today. Users can download their account information from DLJ direct , Fidelity Investments and Waterhouse Securities directly into Money 99.
“Consumers like working with institutions where they can get their portfolios and account registers updated in Internet time,”
said Lewis Levin, vice president of the desktop finance division at Microsoft.
“This is becoming a key part of the kind of good service that helps institutions retain customers. With these agreements Microsoft’s tools will help connect more consumers to institutions where they invest.”
About MSN MoneyCentral
MSN MoneyCentral ( http://moneycentral.MSN.com/ ) rated the top online investment site by Barron’s magazine, is a complete online personal finance resource for consumers, delivering easy-to-use tools, recommendations from dedicated financial professionals, and financial data from more than 15 leading content providers.
MSN MoneyCentral features the top-rated MSN Investor as well as seven other personal finance areas: Real Estate, Money & Banking, Family Finance, Retirement & Wills, Insurance, Smart Buying and Taxes. MSN MoneyCentral is the online companion to Microsoft Money 99 and offers seamless integration with the award-winning network of MSN Internet services.
About Microsoft Money 99 Products
The Microsoft Money 99 product line provides consumers with all the features they need to manage their finances effectively and accurately. Money 99 Basic helps users easily perform core financial tasks, such as paying bills, creating a budget and reducing debt, in a smarter and faster way. Money 99 Financial Suite features personalized and long-term financial planning tools, as well as award-winning investment services and seamless Web integration to enable consumers to make smarter financial decisions. Money 99 Personal & Business combines all the functionality of Money 99 with business management tools designed specifically for sole proprietors.
Whether offering direct connections or access to a bank’s Web sites, Money 99 makes it easy for a financial institution to connect to its customers online. For a complete list of financial institutions to which Money 99 provides access, please visit http://www.microsoft.com/money/online/allfi.htm .
About MSN and Microsoft
MSN is the network of Internet services from Microsoft that helps people better organize the Web around what’s important to them. The network of MSN services, located on the Web at MSN.com ( http://MSN.com/ ), helps people easily stay in touch with friends and colleagues, make smart and secure purchasing decisions, and get more done.
Founded in 1975, Microsoft (Nasdaq
) is the worldwide leader in software for personal computers. The company offers a wide range of products and services for business and personal use, each designed with the mission of making it easier and more enjoyable for people to take advantage of the full power of personal computing every day.
Microsoft, MSN and MoneyCentral are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.
Other product and company names herein may be trademarks of their respective owners.
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