tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1204-connect-to-bankInfinite Kind: Discussion 2015-10-16T02:19:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382114562015-10-15T23:48:28Z2015-10-15T23:48:28Zconnect to bank<div><p>connect to US Bank</p></div>Mike Pellegrinotag:infinitekind.tenderapp.com,2009-01-14:Comment/382114562015-10-16T01:34:22Z2015-10-16T01:34:22Zconnect to bank<div><p>Hi Mike,</p>
<p>US Bank is one of our supported financial institutions. You can
setup an online connection with them following the instructions on
<a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
this page</a>.</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken. Moneydance uses exactly the same OFX
server connection protocol as Quicken but your bank representative
may not know this and mistakenly believe that you can not connect
in Moneydance. Calling up your bank and stating precisely the
following should get you started. "Please enable direct connect on
my account such that I can connect to your servers directly with
Quicken. Also give me the login credentials I need to connect
Quicken to this service."</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, and thanks
for your interest in Moneydance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/382114562015-10-16T02:16:37Z2015-10-16T02:16:37Zconnect to bank<div><p>We got it taken care today. Thanks for the reply!</p></div>michael pellegrinotag:infinitekind.tenderapp.com,2009-01-14:Comment/382114562015-10-16T02:19:36Z2015-10-16T02:19:36Zconnect to bank<div><p>Hi Mike,</p>
<p>I'm glad to hear that you were able to resolve the issue. Please
let us know if we can be of further assistance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerome