MD+ setup

hike305's Avatar

hike305

22 Nov, 2022 12:50 AM

Hello,
I have successfully set up several Plaid connections via MD+. One I'm having trouble with is Ally.

When I go to connect an Ally IRA CD account to a local account, MD presents a list of my *investment* accounts, not my bank accounts. Thus, I cannot make the connection.

I didn't have this problem with my Ally savings account. Also, all my MD investment accounts linked O.K.

Can you advise?
Thanks!

  1. 1 Posted by hike305 on 02 Dec, 2022 04:53 PM

    hike305's Avatar

    Well, nevermind.

    I used the Toolbox to clean up old connections, disconnected my existing Ally connections, then tried to reconnect.

    Ally has now implemented 2FA by sending a text message to a phone number, but I've never owned a cell phone. :(

    I think I'm stuck.

  2. 2 Posted by dtd on 03 Dec, 2022 01:26 AM

    dtd's Avatar

    just a user - maybe you can login to the Ally website, and they may have alternatives in the 2FA versus a text (like maybe an email message?)

  3. 3 Posted by hike305 on 03 Dec, 2022 02:59 AM

    hike305's Avatar

    Thanks, dtd.

    Ally doesn't do emails or calls to VOIP phones for 2FA. So, I registered a phone number with one of the free texting apps on my iPad and was able to get the security code from Ally.

    Now - having cleaned up all my MD+ connections - I'm back to the original problem.

  4. System closed this discussion on 04 Mar, 2023 03:00 AM.

  5. hike305 re-opened this discussion on 13 Dec, 2023 06:02 PM

  6. 4 Posted by hike305 on 13 Dec, 2023 06:10 PM

    hike305's Avatar

    This comment was split into a new private discussion: MD+ setup

    Just bought my first cellphone (ever!), so I'm now able to receive authorization codes via text.

    I deleted my Ally connections in MD, then used the toolbox extension to clean up the Ally stragglers.

    So, starting with a clean slate, I reconnected my Ally accounts...and I still have the issue described in the original post. For my Ally IRA account, MD+ only presents a list of MD investment accounts to connect them to.

    Might there be some meta-data coming down from Ally that identifies the account as an 'investment' account?

  7. Maddy closed this discussion on 14 Dec, 2023 04:32 PM.

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