MD using wrong userid

vhradice's Avatar

vhradice

06 Mar, 2019 05:52 PM

I have 6 investment accounts at TD Ameritrade. Because of the way they do the download of transactions each account requires a different userid and account number which must match. I have tried to set these up properly but MD does not use the userid for a specific as set when I set up online banking for each account. Does MD use the same userid for all accounts at the same institution? If so, then how do I use a separate userid for each different account? I have captured some of the ofx commands that show MD not using the proper userid and I have attached it.

  1. 1 Posted by TonyRI on 06 Mar, 2019 06:18 PM

    TonyRI's Avatar

    Hi,

    I believe that many financial institutions will use a single ID and PIN/PWD to connect to their Direct Connect (OFX) Server(s). When you connect to their server, there should be a dropdown list of all of the available accounts. You would just need to map each available account on the server to each account that you've set up in Moneydance.

    I missed the dropdown when I first set up accounts years ago. I don't remember the exact steps, but I remember that tripping me up at the beginning.

    Hope that this helps.

    Regards,

    Tony (NOT from MD Support)

  2. 2 Posted by vhradice on 06 Mar, 2019 09:07 PM

    vhradice's Avatar

    Hi,

         When I set up online banking for an account I have the opportunity
    to set the userid.  I set this to the account number as required by TD
    Ameritrade. I do this for each of the 6 accounts - all have different
    account numbers.  When I try to do a download it looks like MD always
    uses the same account number and not the one I set for the account.  In
    the console log segment I had attached I had marked the userid field and
    the account number field.  They were not the same.  I was trying to
    download transactions for account 925909654 but MD used the userid for a
    different account - 918981227.  In order to download the transactions
    for the 654 account I had to disable online banking for the 227
    account.  I am not sure what more I can supply.

         If it would help, I can disable online access for an account and
    then go back toset it up again and capture the console log for that process.

    Thank you,

    Vincent Radice

  3. 3 Posted by TonyRI on 06 Mar, 2019 09:56 PM

    TonyRI's Avatar

    Hi Vhradice,

    Please realize that I do not work for Infinite Kind. I am a customer who sometimes tries to help other customers with the Moneydance program.

    As I stated, I did not remember the exact steps, but when I connected to my Credit Union's server, I was able to see all of my accounts that were available.

    I set up the individual accounts first in Moneydance. Then selected the first account that I created and clicked on "Setup Online Banking" and followed these steps:

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...

    After I entered the USER ID and PIN I remembered not realizing that all of the accounts were listed on the Online Banking Signup Screen. The Online Banking box is checked and an account was listed. To the very right of the account name and number is a downward facing arrow (scroll button) that I didn't notice at first. That is where I got confused on mapping accounts. Once I realized that all of the accounts were listed there, the mapping was easy.

    If you do decide to disable your accounts and reset your accounts, you have to select "New Connection" even if your previous selection is already showing. That is very important.

    Other than that information, that is about as much help as I could provide. I wish you luck and would expect that others will chime in to help you along further.

    Take care,

    Tony :)

  4. 4 Posted by TonyRI on 06 Mar, 2019 11:05 PM

    TonyRI's Avatar

    Here is a previous discussion about TD Ameritrade that may be helpful to you:

    http://help.infinitekind.com/discussions/problems/41062-td-ameritra...

  5. 5 Posted by vhradice on 07 Mar, 2019 12:37 AM

    vhradice's Avatar

    Hi TonyRl,

         Thank you for the response.  I believe that this question needs to
    be looked at by someone at Infinite Kind as I think it is an error
    within MD itself.  I have been using MD for 10+ years and really like
    their response to user questions.

         Someone at Infinite Kind needs to look into this especially at the
    console log I supplied.

    Vince Radice

  6. 6 Posted by TonyRI on 07 Mar, 2019 12:20 PM

    TonyRI's Avatar

    Hi Vince,

    You're welcome. I certainly yield to IK Support and hope that they will provide a speedy response to your inquiry. I remain curious as to the issue at hand.

    Good Luck,

    Tony :)

  7. System closed this discussion on 06 Jun, 2019 12:30 PM.

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