cannot connect
Nancy Janke
My bank -Wells Fargo- told me that they do not participate in OFX connection.
My OS is Windows XP and my my Moneydance version is 2010
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1 Posted by james f on Sep 19, 2010 @ 05:51 PM
Wells Fargo does participate in OFX Connect. It is sometimes referred to as Direct Connect.
Wells Fargo charges a monthly fee.
It requires different login credentials than their website.
Just tell them you are using Quicken and you would like to have your account setup for their Direct Connect feature. It takes Wells Fargo about 7 days to setup everything and mail you your login credentials.
You may also want to read the following:
https://www.wellsfargo.com/help/faqs/quicken_faqs
2 Posted by Angie Rauscher on Sep 19, 2010 @ 11:46 PM
Nancy,
James is quite correct. 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 may 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 thanks for your interest in Moneydance!
Angie Rauscher
Moneydance Support
System closed this discussion on Mar 31, 2015 @ 03:29 PM.