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Connecting to Ameriprise (Not)

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Steve Siegel

08 Nov, 2015 03:37 AM

Please see the following exchange with Ameriprise support. Any additional suggestions are welcome, otherwise I suppose I'll have to request a refund from the Apple App store and return to using Quicken under Windows (blech). Thanks.

Good Evening,

Thank you for contacting Ameriprise Financial. This e-mail is in response to your recently submitted request to import your account data into Moneydance.

We are unable to provide support to clients who attempt to aggregate Ameriprise Financial account information into other services. These services, Moneydance, use their own protocol and software in their process; Ameriprise is not involved and is unable to support their processes. I apologize for the inconvenience.

Ameriprise Financial currently provides clients with the ability to download brokerage, bank and Ameriprise credit card information using Quicken software. For tax reporting purposes we offer downloads for TurboTax and H&R Block At Home software.

If you have any additional questions, please contact Website Support at 1.800.862.7919, option 2. Associates are available from 7:00 a.m. to 9:00 p.m. Central Time, Monday through Friday, and 8:00 a.m. to 5:00 p.m. Saturday and Sunday.

Thank you for your business.

Susan

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. (c) 2011 Ameriprise Financial, Inc. All rights reserved.

This e-mail was sent to you by Ameriprise Financial customer service to provide important information about your account and/or online products and services for which you are registered. You may receive customer service e-mails even if you have requested not to receive e-mail marketing offers from Ameriprise Financial.

For details on our e-mail practices and to opt out of mailing and e-mails, please visit the Ameriprise Financial Privacy Statement at www.ameriprise.com/privacy.

-----Original Message-----
From:
Sent: Saturday, November 07, 2015 7:44 PM
To: Retire
Subject: Inquiry from secure site customer service form on ameriprise.com

Message: I'm testing Moneydance for Mac as a replacement for Quicken. Moneydance supports connections to Ameriprise for transaction download using web site credentials and QFX format. I'm having no luck authenticating the connection though. Moneydance says to use the same authentication approval as used for Quicken and while the Ameriprise site seems to accept the authentication request, I'm still unable to connect via Moneydance. Suggestions welcome! Thanks, Steve Siegel, 843-283-0833.
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1. 1 Posted by David Hanley on 08 Nov, 2015 10:36 PM

   

   Hi Steve,

   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."

   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. 

   Apple requires that you go through the Mac App Store's refund process to receive money back from purchases made through that service. Unfortunately, we cannot authorize the refund for App Store purchases on our end; you will have to go through their process on their site at http://www.apple.com/support/mac/app-store/contact/

   Hope this helps, and feel free to contact me with any questions about this process!

   David Hanley
   Infinite Kind Support

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2. 2 Posted by Steve Siegel on 08 Nov, 2015 10:48 PM

   

   Thanks for your response David. Problem is, I've been using Quicken for years and the Ameriprise account is already enabled for this connection. That said, I went through the process several additional times using the http://ameriprise.com/quicken page and process contained therein with no joy. I'm also using the identical credentials with Moneydance as I've been using with Quicken.

   As you may have noticed from the Ameriprise response, they essentially want nothing to do with the problem. I'll try calling them Monday and hope to speak with someone more knowledgeable on the subject.

   Yes, I realize if I need to seek a refund, it will be via the App Store.

   Again, thank you,

   Steve Siegel
   +1843.283.0833

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3. Jenny closed this discussion on 06 Jan, 2016 03:25 PM.