tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/668-interfaceInfinite Kind: Discussion 2016-04-13T13:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/389021102016-01-12T18:00:00Z2016-01-12T18:00:01ZInterface<div><p>After my Bank of America accounts send direct account
information to my home Mac via their Quicken connect direct, can
Money Dance download into its software to aggregate with my other
account information?</p></div>Billtag:infinitekind.tenderapp.com,2009-01-14:Comment/389021102016-01-12T22:14:03Z2016-01-12T22:14:03ZInterface<div><p>Hi Bill,</p>
<p>Bank of America has recently discontinued their support for new
direct connect activations. However, if your account was activated
for direct connect before they turned off support, you should still
be able to connect in Moneydance. We're not sure how long this will
continue to work, but you can try connecting with these
settings:</p>
<p>Institution ORG: HAN<br>
Institution ID: 5959<br>
OFX Server URL: <a href="https://eftx.bankofamerica.com/eftxweb/access.ofx">https://eftx.bankofamerica.com/eftxweb/access.ofx</a></p>
<p>You can enter these by going the Online->"Setup Online
Banking" menu item and then clicking on the Advanced Setting
button. Again, this will only work if your account has already been
activated for direct connections.</p>
<p>If you haven't already, I encourage you to download our free
trial version and test the connection before you decide if you
would like to purchase it. The demo version is fully functional and
allows you to manually enter 100 transactions. Imported
transactions are not limited, so you'll be able to fully test
connections with your bank. If you decide to purchase the program
at a later date you can keep all your data, the license key simply
unlocks the ability to manually enter more transactions. You can
download the trial version of Moneydance from here:</p>
<p><a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>For more information on how to get the most out of your trial
period, check out our <a href="http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial">
blog post on the subject</a>.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/389021102016-01-12T22:28:51Z2016-01-12T22:28:55ZInterface<div><p>Is it the same for Merrill Lynch? Or would I be able to connect
direct to Moneydance there?</p>
<p>Bill Fusco, CRPC®<br>
Vice President<br>
Wealth Management Advisor<br>
Merrill Lynch Global Wealth Management<br>
NMLS ID 620497</p>
<p>The Fusco Group<br>
Merrill Lynch, Pierce, Fenner & Smith Inc.<br>
14648 N Scottsdale Rd Ste 250<br>
Scottsdale, AZ 85254<br>
T 480-624-0459 Toll Free 877-387-1630 F 602-281-4421<br>
<a href="mailto:Bill_Fusco@ML.com">Bill_Fusco@ML.com</a><a href="mailto:Bill_Fusco@ML.com">Bill_Fusco@ML.com</a><br>
Website: The Fusco Group<a href="http://www.wealthmanagement.ml.com/wm/system/viewfapage.aspx?pageurl=bill_fusco">http://www.wealthmanagement.ml.com/wm/system/viewfapage.aspx?pageurl=bill_fusco</a></p>
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<p>Life’s better when we’re connected™</p>
<p>[Merrill Lynch logo]</p>
<p>This material is being provided to you upon your request and is
for informational purposes only. The information contained herein
has been obtained from sources or data that we believe to be
reliable, but we do not offer any guarantees as to its accuracy or
completeness. Market information is subject to change without
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Unless noted otherwise, neither the information nor any opinion
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Investment products are provided through Financial Advisors of
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<p>Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc
of America Investment Services, Inc.® are registered
broker-dealers, members FINRA and SIPC, and wholly owned nonbank
subsidiaries of Bank of America Corporation.</p></div>Fusco, Bill - SCOTTSDALE AZtag:infinitekind.tenderapp.com,2009-01-14:Comment/389021102016-01-13T13:06:58Z2016-01-13T13:06:58ZInterface<div><p>Merrill Lynch supports direct connections. The full list of
financial institutions that Moneydance supports can be found at
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>You can find instructions for setting up direct connections in
Moneydance at <a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...</a>.
Note that you may have to contact your financial institutions to
enable your accounts for application-based online banking.</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,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan