Patent ID: 7831511

Claim:
A computer implemented method for automating a setup of a user's financial management product account for an electronic transfer of financial transaction data between a user's account at a financial institution and the user's financial management product account, comprising: electronically executing a financial management product on a processor in response to selection of a link presented by the financial institution, wherein the link comprises an account number of the user's account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product, wherein execution of the financial management product is triggered by the selection of the link; electronically extracting, by the financial management product, the account number and the identifier of the financial institution from the link; and electronically configuring the user's financial management product account to receive the electronic transfer of financial transaction data from the user's account at the financial institution using the account number and the identifier of the financial institution extracted from the link.