connect with scottrade

Richard Stone's Avatar

Richard Stone

24 Jun, 2016 08:02 PM

how do I set up to download my transaction with Scottrade

  1. 1 Posted by Richard Stone on 24 Jun, 2016 08:05 PM

    Richard Stone's Avatar

    not talking about banking but my investments with accounts in scottrade

  2. Support Staff 2 Posted by Jenny on 26 Jun, 2016 09:39 AM

    Jenny's Avatar

    Hi Richard,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of banks that support this feature here. You'll see 'Scottrade' on the list, I believe this is the connection you need to use (rather than 'Scottrade Bank').

    You can set this up within Moneydance, by going to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    If you haven't already, you may need to contact your financial institution, to enable your accounts for Direct Connect access. Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Please let me know if you continue to encounter issues when getting connected.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 02 Oct, 2016 02:38 AM.

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