tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/398-eastern-bank-massachusettsInfinite Kind: Discussion 2019-04-18T23:15:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/68579552011-04-27T13:36:14Z2011-04-27T13:36:14ZEastern Bank, Massachusetts<div><p>Hi Jonathan,</p>
<p>I'm sorry you're having trouble connecting. It will help me
troubleshoot the issue if you could provide me with the exact error
message you receive when trying to connect.</p>
<p>Additionally, if you could copy and paste the version
information from your error console, that would be very helpful.
You can open the error console by going to the Help menu and
clicking on the Console Window option. Just copy and paste the
first four lines of the console window here.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/68579552011-04-27T13:53:38Z2011-04-27T13:53:38ZEastern Bank, Massachusetts<div><p>Thanks.</p>
<p>Console Information:<br>
Starting Moneydance 2011-preview (778)<br>
Settings Folder: /Users/yobananaboy/.moneydance<br>
OS: Mac OS X 10.6.7 i386<br>
Java: 1.6.0_24 (Apple Inc.)</p>
<p>Error Message:<br>
The given customer ID or PIN is not valid. For more information,
contact your financial institution.</p>
<p>Additional information from the server:<br>
Signon (for example, user ID or password) invalid</p>
<p>The user ID and password work fine when I log in directly
through the website.</p>
<p>Thanks for your help.<br>
Jonathan</p>
<p>___________________ Jonathan Rosenthal<br>
Just Works Consulting<br>
office: 1.617.870.5377<br>
mobile: 1.617.549.9276<br>
g-voice: 1.617.744-9026<br>
e: <a href=
"mailto:jonathan@just-works.com">jonathan@just-works.com</a><br>
skype: j-rosenthal<br>
twitter: justworks1</p></div>jonathantag:infinitekind.tenderapp.com,2009-01-14:Comment/68579552011-04-27T13:57:42Z2011-04-27T13:57:42ZEastern Bank, Massachusetts<div><p>Hi Jonathan,</p>
<p>It sounds like you may need to activate your account for direct
connections at Eastern. Many 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 direct 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 you
can not connect in 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>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/68579552011-04-27T14:28:19Z2011-04-27T14:28:19ZEastern Bank, Massachusetts<div><p>Thanks Jessica,<br>
I have applied to Eastern Bank to set up a direct connect
account.<br>
I appreciate your prompt help!<br>
Jonathan</p>
<p>___________________ Jonathan Rosenthal<br>
Just Works Consulting<br>
office: 1.617.870.5377<br>
mobile: 1.617.549.9276<br>
g-voice: 1.617.744-9026<br>
e: <a href=
"mailto:jonathan@just-works.com">jonathan@just-works.com</a><br>
skype: j-rosenthal<br>
twitter: justworks1</p></div>jonathan