tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/933-connecting-to-chase-with-md-trail-versionInfinite Kind: Discussion 2011-04-07T08:35:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/12184042010-03-17T15:10:56Z2010-03-17T15:10:56ZConnecting to Chase with MD trial version<div><p>Most 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 connections
from Quicken. Moneydance uses exactly the same OFX server
connection protocol as Quicken but your bank representative many
not know this and mistakenly believe that they do not support
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>Quicken and Money support two methods of accessing your
accounts: direct connect and web connect. With web connect, they
basically connect to your bank's website and download and import
OFX, QFX, QIF, and OFC files. Direct connect actually connects to a
server at your bank instead of their website and usually requires
different login credentials than you would use to log into your
banks website. Moneydance only supports automatic connections
through direct connect and not web connect. You can still download
OFX, QFX, QIF, and OFC files files from your bank and import them,
but there's currently no way to do this automatically from within
Moneydance.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauscher