tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1043-connect-with-scottradeInfinite Kind: Discussion 2016-10-02T02:42:41Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/401916472016-06-24T20:05:14Z2016-06-24T20:05:14Zconnect with scottrade<div><p>not talking about banking but my investments with accounts in
scottrade</p></div>Richard Stonetag:infinitekind.tenderapp.com,2009-01-14:Comment/401916472016-06-26T09:39:44Z2016-06-26T09:39:44Zconnect with scottrade<div><p>Hi Richard,</p>
<p>Moneydance supports automatic downloads via Direct Connect, and
you can view a list of banks that support this feature <a href="http://infinitekind.com/fi">here</a>. You'll see 'Scottrade' on
the list, I believe this is the connection you need to use (rather
than 'Scottrade Bank').</p>
<p>You can set this up within Moneydance, by going to Online -->
Set Up Online Banking. Then select 'New Connection' and choose your
financial institution from the list.</p>
<p>If you haven't already, you may need to contact your financial
institution, to enable your accounts for Direct Connect access.
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 you continue to encounter issues when
getting connected.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny