Setup online banking not connecting for me or my roommate to our banks during this period..

Scott's Avatar

Scott

20 Sep, 2017 07:11 AM

setup online banking tab guides us to connect to our banks but fails each try to connect with our user name and password that is the same we use to sign into our banks website...

  1. 1 Posted by TonyRI on 20 Sep, 2017 08:35 AM

    TonyRI's Avatar

    Hi Scott,

    Many banks require you to contact them first to enable "Direct Connect" (and your login credentials may, or may not be different from the information that you use for their website). Here is an article that explains the process:

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...

    Hope that this helps,

    Tony
    (Not from Moneydance Support)

  2. System closed this discussion on 20 Dec, 2017 08:40 AM.

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