setup issues using direct connect with First Horizon Bank (Memphis, TN)
Where does one get the information for the data point requested? Is it my user name when logging on to the bank's website? Bank is no help. They tell me my account is already set for online banking, and that this information must come from you. Proper account number is already populated.
Also, will not allow me to select either option below account type.
Could use some help here.
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Support Staff 1 Posted by Maddy on 26 Apr, 2023 09:50 AM
Hi,
Thank you for contacting Moneydance support.
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."
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.
For more detailed information, you can refer to this article of the Knowledge Base
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
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Maddy, Infinite Kind Support
System closed this discussion on 26 Jul, 2023 10:00 AM.