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

    Hello,

    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?

    Ethan
    Infinite Kind Support

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