Fidelity OFX

ckueny's Avatar

ckueny

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?

Thanks,
Chris

  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

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