PNC Bank Direct Connect

Gaetan Sgro's Avatar

Gaetan Sgro

22 May, 2009 07:06 PM

I spoke to a representative from PNC's online banking department after I had trouble connecting, and he said that PNC is no longer accessible through Moneydance since their security has been restructured into a "layered" configuration. Is there any way around this?

Thanks, Gaetan

  1. 1 Posted by Brian Adler on 01 Jun, 2009 05:22 PM

    Brian Adler's Avatar

    Gaeten, Sorry for the delayed reply. I don't think your representative's comment about "layered configuration" points to an actual impediment to connecting to PNC through Moneydance. Sometimes it is necessary to tell bank representatives that you are using Quicken for Windows because they are not familiar with Moneydance. The PNC connection seems to be working for us. Are you continuing to have a connection issue?

  2. Brian Adler closed this discussion on 01 Jun, 2009 05:22 PM.

  3. Scott Timm re-opened this discussion on 21 Nov, 2009 02:25 PM

  4. 2 Posted by Scott Timm on 21 Nov, 2009 02:25 PM

    Scott Timm's Avatar

    I am also having trouble connecting to PNC Bank. I've confirmed that the account setup information is correct, but when I attempt to connect I receive the following error message: "The given customer ID or PIN is not valid. For more information, contact your financial institution. Additional information from the server: signon (for example, user ID or password) invalid."

    I contacted PNC customer service, and their response was that they don't support MoneyDance. But it appears that other users are successfully connecting, so I must still be missing something. I've confirmed that my signon credentials are correct, and I've tried unsuccessfully to locate some sort of "Enable online banking' option at PNC's website.

    Does anyone have any suggestions? I'm using MD 2008r4 (640). Thanks!

  5. 3 Posted by Gaetan Sgro on 21 Nov, 2009 03:44 PM

    Gaetan Sgro's Avatar

    In order to link Moneydance to PNC directly, you need a special username and password that differs from the one you use to sign into your PNC account online. PNC will issue this unique username and password if you ask them to set you up for Quicken Direct Connect. It is not enough to say to them, "I am using money management software similar to Quicken, so please enable my account as if I am using Quicken," because they will tell you that they only support Quicken. This conversation can be a lengthy one if you try to convince them otherwise, so I suggest you just do as I did and tell them you're using Quicken. They will then send you a packet in the mail with a lot of information about how to setup your account in Quicken, including the username and password that you need.

  6. 4 Posted by Scott Timm on 21 Nov, 2009 04:35 PM

    Scott Timm's Avatar

    Thanks for the tip - as long as the setup procedure matches that of Quicken Direct Connect, I'll just ask for that. I appreciate the help - thanks so much.

  7. Raimund Buchholz closed this discussion on 21 Nov, 2009 04:39 PM.

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