adding additional institutions



26 Aug, 2021 06:17 PM

Is there a process to request a financial institution be added to the online banking functionality?

  1. 1 Posted by dwg on 26 Aug, 2021 09:38 PM

    dwg's Avatar

    I'm a fellow user.

    Generally you provide the Bank's name along with a pointer to their website in this forum and the support staff will research if the bank provides the necessary service that allows for it to be added to online banking.

  2. 2 Posted by -Kevin N. on 26 Aug, 2021 10:16 PM

    -Kevin N.'s Avatar

    Hi Jeffrey,

    Just to add to forum member dwg's reply, there is a dedicated forum for new bank requests. I would recommend that you post your request there so that it receives the proper attention.

    -Kevin N. (not a member of MD support)

  3. Support Staff 3 Posted by Maddy on 27 Aug, 2021 10:42 AM

    Maddy's Avatar

    Hi Jeffrey,
    Thank you for contacting Moneydance support.

    Could you let us know which bank you would like to connect to?

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    It your bank is not listed yet but they do support Direct Connect, for instance. We will create a connection with them and we'll email you to confirm when the connection is available within Moneydance.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  4. System closed this discussion on 26 Nov, 2021 10:50 AM.

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