Retrieving financial institution profile...

Hal Fitzgerald 's Avatar

Hal Fitzgerald

20 Jun, 2020 03:22 PM

I’m trying to setup an online account with M&T direct connect but Moneydance won’t get past the “Retrieving financial institution“ page.

  1. Support Staff 1 Posted by Ethan on 20 Jun, 2020 06:24 PM

    Ethan's Avatar


    That sounds like something is blocking Moneydance from accessing the internet. Are you using any firewalls, anti-virus software, proxies, or anything else that may be preventing the program from accessing the internet? If so, could you try giving permission for Moneydance to access the internet in those programs?

    Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac