tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1730-linking-banking-accountInfinite Kind: Discussion 2016-03-19T05:09:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/387193422015-12-16T20:27:52Z2015-12-16T20:27:52ZLinking banking account<div><p>Hi David,</p>
<p>Have you already enabled "Direct Connect" access to your
account(s)? Many financial institutions will require you to enable
your accounts for application-based online banking. You can
accomplish this by asking your bank to set up your account for
direct connections from Quicken. Moneydance uses exactly the same
OFX server connection protocol as Quicken but your bank
representative may not know this and mistakenly believe that you
can not connect in Moneydance. Calling up your bank and stating
precisely the following should get you started. "Please enable
direct connect on my account such that I can connect to your
servers directly with Quicken. Also give me the login credentials I
need to connect Quicken to this service."</p>
<p>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. </p>
<p>Once you've done that, you can follow these instructions:</p>
<p><a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...</a></p>
<p>to setup your connection.</p>
<p>If you're still having trouble after that, can you tell me what
kind of issue you're encountering? Are you getting an error message
when trying to connect or download, or is something else
happening?</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan