tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/6435-new-institutionInfinite Kind: Discussion 2019-10-07T20:09:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/476978482019-10-06T11:15:53Z2019-10-07T20:08:40Znew institution<div><p>Hi Ken,<br>
Thank you for contacting Moneydance support.</p>
<p>Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on <a href="https://infinitekind.com/fi">this page</a>.</p>
<p>Puget Sound Cooperative Credit Unionis are listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.</p>
<p>Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?</p>
<p>When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/476978482019-10-07T19:57:29Z2019-10-07T19:57:30Znew institution<div><p>thanks maddy</p></div>ken hickstag:infinitekind.tenderapp.com,2009-01-14:Comment/476978482019-10-07T20:09:14Z2019-10-07T20:09:14Znew institution<div><p>You are welcome, Ken!<br>
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy