Can't set up online accts with Bof A CA

SF's Avatar

SF

12 Mar, 2010 08:03 PM

Bof A also has a site key in their signin. Is this the problem and is it fixible?

  1. 1 Posted by Angie Rauscher on 17 Mar, 2010 04:48 PM

    Angie Rauscher's Avatar

    SF,

    This is not a problem. 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."

    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 I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 25 Mar, 2010 07:43 PM.

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