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insurance/investments

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mlschwartzmd6

08 Aug, 2015 05:15 PM

How do I link Moneydance to access my accounts online ?
I'd like it to access my insurance investments and brokerage accounts. Shouldn't there be a place to enter the accounts username and password?

1. Support Staff 1 Posted by Ethan on 08 Aug, 2015 05:21 PM

   

   It sounds like you haven't set up direct connections to your bank yet. You can see instructions for doing this at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

   The full list of financial institutions we currently support direct connections with can be found at http://infinitekind.com/fi

   In case you haven't found it yet, our full user guide can be found at http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

   Please let me know if I can be of further assistance,

   Ethan
   Moneydance Support

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2. Ethan closed this discussion on 08 Aug, 2015 05:21 PM.

3. Michael Schwartz re-opened this discussion on 08 Aug, 2015 06:03 PM

4. 2 Posted by Michael Schwart... on 08 Aug, 2015 06:03 PM

   

   Tried to login to Chase using your instructions and got an error code 2000.
   What does that mean?

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5. 3 Posted by -Kevin N. on 08 Aug, 2015 06:13 PM

   

   Hi Michael,

   Try this...

   Go to the Chase website and click the link to "Activate for Quicken, Quickbooks etc."
   It should be in the 'Reference Center' section on the 'Customer Center' tab. (or thereabouts)

   HTH -Kevin N.

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6. 4 Posted by Michael Schwart... on 08 Aug, 2015 06:27 PM

   

   Do I have to do this for all of my accounts? I have about a dozen different
   categories, 5 in Chase alone. Is there going to be an update to make this
   easier?

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7. Support Staff 5 Posted by Ethan on 08 Aug, 2015 06:57 PM

   

   Hello Michael,

   Many banks require that you activate your accounts for direct connections. Kevin N. is correct that Chase is one of those. As this is a policy that banks decide on their own, we at Moneydance of course have no control over this.

   Ethan
   Moneydance Support

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8. 6 Posted by Michael Schwart... on 09 Aug, 2015 12:29 PM

   

   Hi Ethan,
   Would you consider refunding my money? None of my accounts are supported!
   Chase, MetLife e-service etc. It's not functional for me.
   Thx,
   Michael Schwartz

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9. Support Staff 7 Posted by Ethan on 09 Aug, 2015 01:23 PM

   

   Hello Michael,

   I would be happy to authorize a refund and I am inclined to offer you technical assistance first. This is not an attempt to get out of giving you a refund, if that is what you want let me know and I will authorize it today.

   However, we have many customers who use both Chase and MetLife, so we should be able to get this to work if you would like. Were you want to get your banks to activate your accounts for direct connections? If so, what error messages are you now getting when you try to set them up?

   Ethan
   Moneydance Support

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10. System closed this discussion on 19 Mar, 2016 05:00 AM.