connection to USAA?

Fred Kuhl's Avatar

Fred Kuhl

06 Jun, 2020 12:59 PM

Has anyone succeeded in setting up Direct Connect to USAA Federal Savings Bank? They don't appear to be willing to connect to anything but Quicken. Although Moneydance uses the same kind of connection as Quicken, the USAA rep I talked to didn't want to help.

  1. Support Staff 1 Posted by Ethan on 06 Jun, 2020 06:41 PM

    Ethan's Avatar

    Hello,

    We've heard from other USAA customers that when setting up direct connections in Moneydance (https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...), you should use your member number as your user ID and your PIN as the password.

    If that doesn't seem to work for you, please let us know the specific error message you are getting when you try to set up your accounts.

    Ethan
    Infinite Kind Support

  2. 2 Posted by Frederick Kuhl on 06 Jun, 2020 06:52 PM

    Frederick Kuhl's Avatar

    And that appears to have done the trick! Thanks!

  3. Support Staff 3 Posted by Ethan on 06 Jun, 2020 07:00 PM

    Ethan's Avatar

    That's great to hear! Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 06 Jun, 2020 07:00 PM.

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