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Setting Up Online Banking

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Dennis Jenkins

Apr 11, 2020 @ 04:30 PM

In the setup process what is the customer ID?

1. Support Staff 1 Posted by Ethan on Apr 11, 2020 @ 04:34 PM

   

   Hello,

   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.

   Have you contacted your bank to enable your accounts for direct connections? 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."

   Please let me know if I can be of further assistance,

   Ethan
   Infinite Kind Support

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2. 2 Posted by jenkinsd on Apr 11, 2020 @ 04:47 PM

   

   Thanks Ethan. I’m in the process of switching from Quicken to MoneyDance and already have a direct connection set up. Just trying to set up a connection in MoneyDance. Not sure what the customer id is.
       
       

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3. Support Staff 3 Posted by Ethan on Apr 11, 2020 @ 05:03 PM

   

   Hello,

   If you are certain you are using what Quicken calls Direct Connect (as opposed to something like Web Connect), it should be the same login information in Moneydance.

   Ethan
   Infinite Kind Support

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4. System closed this discussion on Jul 11, 2020 @ 05:10 PM.