Fidelity OFX

ckueny's Avatar


07 Feb, 2024 01:49 PM

I saw a discussion "Fidelity and Plaid" that was closed, and I too would like an answer to a question posted there. It had to do with once Fidelity has been removed from Plaid and re-connected for OFX, and we are presented with the attached window with two grayed out check boxes. Is there a known way to proceed beyond this point?


  1. Support Staff 1 Posted by Maddy on 07 Feb, 2024 02:30 PM

    Maddy's Avatar

    Hi Chris,
    Thank you for contacting Moneydance support.

    Usually when those features appear greyed out, it means that the OFX service requires enabling.

    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."

    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. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Maddy, Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Already uploaded files

  • Screenshot_2023-10-22_at_11.13.02_AM.png 38.4 KB

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

19 Apr, 2024 09:51 PM
19 Apr, 2024 09:43 PM
19 Apr, 2024 09:39 PM
19 Apr, 2024 09:38 PM
19 Apr, 2024 09:35 PM