captainjrl's Avatar


06 Jan, 2010 02:10 AM

How do I get Oppenheimer Investments to work?

  1. 1 Posted by Jessica Little on 06 Jan, 2010 09:24 PM

    Jessica Little's Avatar


    I'm sorry you're having trouble connecting to Oppenheimer. If you could give me more details about your set up, I'd be happy to help troubleshoot the problem. Please let me know what version of Moneydance you're using and what version of Java. Also, if you could paste any error messages you are receiving here, that would be extremely helpful.

    Jessica Little
    Moneydance Support

  2. 2 Posted by captainjrl on 06 Jan, 2010 09:50 PM

    captainjrl's Avatar

    My first question is whether or not I use the same username and password
    as I would on the Oppenheimer website.

    To answer your questions:

    MoneyDance Version: 2010r2 (735)
    Java Version: 1.6.0_07

    Error Message says: The given customer ID or PIN is not valid. For more
    information, contact your financial institution.

    Additional information from the server:
    Signon Invalid


  3. 3 Posted by Jessica Little on 06 Jan, 2010 10:04 PM

    Jessica Little's Avatar

    Most financial institutions will require you to enable your accounts for application-based online banking. If you have your financial institution set up your account as if you were using Quicken 2008 for Windows then it should also work with Moneydance since they use the same protocol. This is sometimes necessary as many banks don't yet recognize Moneydance or know how to deal with it.

    Additionally, 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.

    Jessica Little
    Moneydance Support

  4. 4 Posted by thebobmoore on 07 Jan, 2010 12:26 PM

    thebobmoore's Avatar

    Don't know why this is an Oppenheimer issue, as I was trying to download a
    .cvs file... and then an .xls file.
    I need help on the initial setup. Only doing investments. I'm having a hard
    time getting the 'feel' and 'flow' of the program. Now, it's probably just
    me, I'll go on line later today to figure this out.
    What is the best and quickest way to get support help?

  5. 5 Posted by Jessica Little on 07 Jan, 2010 03:51 PM

    Jessica Little's Avatar

    Hi Bob,

    If you are trying to set up direct connections with Oppenheimer through Moneydance, you'll need to call them to make sure your account is enabled for direct connections. If you just want to download fand import files, Moneydance supports importing QFX, OFX or OFC files (aka Quicken or MS Money files). Unfortunately, since CSV and XLS files have no standard format, we can't support importing those.

    The best way to get support help is using our forums or emailing us at [email blocked]. If you have specific questions about how to get started, feel free to ask and we'll do our best to answer them.

    Jessica Little
    Moneydance Support

  6. 6 Posted by thebobmoore on 07 Jan, 2010 04:37 PM

    thebobmoore's Avatar

    Thank you for that info... and my world seems to be running with no standard
    format as well... so I reserve the right to email you back if things appear
    that make me feel like I need to jump from my second story window into the
    snow below...
    many thanks,

  7. 7 Posted by Jessica Little on 07 Jan, 2010 04:39 PM

    Jessica Little's Avatar

    No problem. Stay warm!

    Jessica Little
    Moneydance Support

  8. Raimund Buchholz closed this discussion on 19 Apr, 2010 11:09 PM.

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