Frequently Asked Questions
Get the answers to your FAQs
Simply create a MoneyStream account and connect your bank account from their list of eligible accounts. Once your account is successfully connected, you’ll receive an email with a Tango Card redemption code within 2 weeks. This offer is good only for signups by February 15, 2015.
To qualify for this offer, you must have been invited by H&R Block and you must provide MoneyStream with the email address at which you received your invitation. Users who use a different email address to sign up for a MoneyStream account are not eligible for this offer. H&R Block reserves the right to suspend or terminate this offer at any time.
Your Tango Card can be spent on digital gift cards from top-name brands like iTunes®, Starbucks, The Home Depot®, and over 30 more — all without any fees or expiration dates. You can also donate the value of your Tango Card to inspiring non-profit organizations like Clean Water Fund, Habitat for Humanity, or National Park Foundation.
Bank accounts (checking and saving) and investment accounts are eligible for the gift card promotion. Credit cards, mortgage and loan accounts, and insurance accounts are not eligible.
H&R Block is adding new banks and financial institutions to its list of sites from which it can import tax documents, to make filing taxes easier and more convenient. By connecting your account within MoneyStream, you’ll enable additional testing of the automated software which imports tax documents.
MoneyStream is a service of MoneyStream, Inc., a California corporation. MoneyStream, Inc. was founded by a group with deep experience in developing complex platforms and handling sensitive personal information. MoneyStream launched in June, 2013, and has gained thousands of happy users since then.
MoneyStream is a new, innovative tool that enables you to stay on top of your finances by providing a “forward look” at your bills and income. When you link your accounts in MoneyStream, it can detect your bills and send you reminders when they are due. You will get a calendar view of your finances that is new and different, enabling you to better manage your money and will help you avoid unnecessary penalties and late fees. For more information, visit https://www.moneystream.com/hiw.html
MoneyStream uses the most current, safe technology measures to ensure that your data is safe. Briefly, their security includes:
- Extreme technical security - All documents and sensitive account information is protected by military-grade 256-bit AES encryption that meets or surpasses that of even the most secure banks.
- Extreme physical security - Their highly secure data center utilizes state-of-the art electronic surveillance and multi-factor access control systems.
Like most large companies, H&R Block uses a number of different companies to assist it with our core mission, of doing your taxes and getting you the biggest refund. We found that MoneyStream’s data collection capabilities could be helpful to our clients in gathering their tax data and properly entering it in to our tax products, making it easier for you to do your tax return and ensure you are getting your maximum refund by finding all credits and deductions. To make sure that data collection works well, we need help from clients like you to test their services.
The ability to gather tax information from accounts at various financial institutions for import into an individual tax return.
The MoneyStream service is free.
You can cancel your MoneyStream account at any time, but you must leave your account active long enough for us to complete testing to receive your Tango Card.
MoneyStream enables you to enter your authentication information (e.g., your regular user name and password) for thousands of accounts. MoneyStream safely stores that information, and then their software periodically accesses account information for each linked account to give you a complete view of your current account balances and upcoming bills, all in one place.
Absolutely not. Your information will be used ONLY for this test and to enable MoneyStream to provide its regular services to you.
No. MoneyStream will provide us only limited aggregated data only to help us understand the test results. No personal information will be disclosed to us without your permission. Should you prepare a tax return with us, MoneyStream will have the capability to transfer tax documents to H&R Block at that time, with your permission.
If you choose to remain active with MoneyStream, your data will remain in your secure MoneyStream account and be available to you through the MoneyStream service and mobile apps. If you decide you want to close your MoneyStream account, simply email or call MoneyStream support and your account will be deleted within one business day.