Ameriprise Brokerage 133 Direct is broken
I can no longer download transactions from my Ameriprise account. It works flawlessly until sometime last week.
The following is the error message that I get:
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: Ameriprise Brokerage 133 Direct
Account: AMERIPRISE (RRRRRRR)
Account Number: xxxxxxxxxxxx
A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
Error Description: java.io.IOException: HTTP Error:403 Forbidden
I have tried to disable and reconnect the account. I have tried to connect a newly created account. Nothing appears to work.
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61 Posted by frgreen3 on 09 May, 2022 02:19 PM
Here is the console log for connecting and attempting to download
information.
From: Maddy <[email blocked]>
Sent: Monday, May 9, 2022 6:49 AM
To: [email blocked]
Subject: Re: Ameriprise Brokerage 133 Direct is broken [Online Banking
#20460]
Support Staff 62 Posted by Maddy on 09 May, 2022 03:17 PM
Could you try ugrading to the latest preview version?
Moneydance 2022.4 (4078) is now available to download from this page.
After running the update, you could try removing and recreating the connection. In order to achieve this navigate to Online menu->Moneydance+ Set up and where it reads "Connected" on the right, click and select disconnect in the popup. Then try to recreate the connection as outlined here.
Finally, restart Moneydance!
--
Maddy, Infinite Kind Support
63 Posted by Richard Green on 09 May, 2022 04:49 PM
Upgraded to 2022.4 (4078)
Reconnected via Plaid
Connection seems to work.
Still gives error when attempting to download transactions.
Console text attached.
Kia Ora and Blue Skies,
Rich
F. Richard Green III
[email blocked]
(317) 979-7235 (Cellular Telephone)
64 Posted by kdjordjev on 09 May, 2022 04:58 PM
This comment was split into a new private discussion: Ameriprise Brokerage 133 Direct is broken
Maddy
We really need to fix the OFX download, the original issue.
Where do we stand on that !!!
Have you resolved the issue with Ameriprise? Have you contacted them?
To many of us Plaid is not really a solution. We do not want to use third parties and cloud to expose more points of failures and security risks. As a matter of fact the only reason I got Monedance is because of local handling of the accounts.
Please fix the OFX link !!! How hard that could be ?
If this could not be resolved i need to consider the benefit for me using Moderance
K
65 Posted by cameron.s.mcleo... on 10 May, 2022 09:15 PM
I agree that the OFX download needs to be fixed. What used to be a 15-20 minute task of reconciling accounts every month now takes at least 4x as long. The only option is a CSV download, import and editing every transaction.
***************************
Cameron McLeod
[email blocked]
66 Posted by Mark J on 13 May, 2022 11:00 AM
It's starting to seem clear to me that this is an Ameriprise problem--not Plaid or MD. All my other banking institutions work fine, incl investment accounts. I've updated MD every time and still the same error.
I believe OFX is on it's way out as the banks no longer feel it is a secure process.
Mark
67 Posted by dtd on 13 May, 2022 09:52 PM
@Mark J - which is one of the reasons MD has started MD+... trying to find the next path.
Me? I'm continuing to use OFX whenever possible and using MD+ when it stops working (specifically Schwab)
68 Posted by kd on 14 May, 2022 01:04 AM
Specifically for Ameriprise ... from the comment below (published here 4 months ago by frgreen3) it seems the OFX connection is disabled only temporarily, and still on their roadmap. It is up to Moderance customer support to reach out and reestablish it.
So the main question is why this has not been done during these 4 months?
@Maddy , can you give us an update on this please... What is the status on establishing the OFX connection to Ameriprise?
"After a recent attempt by bad actors to compromise our information security using third party tools, we shut down several third party integrations, pending security reviews of their software. As these parties reach out to us to re-establish connection, we’re completing security assessments and re-enabling on a case by case basis. We would recommend having your client submit a request to MoneyDance to re-establish their connectivity with Ameriprise and our internal team is prepared to partner on that request once received."
69 Posted by kd on 14 May, 2022 01:11 AM
Specifically for Ameriprise ... from the comment below (published here 4 months ago by frgreen3) it seems the OFX connection is only temporary disabled and still on their roadmap. It is up to Moderance customer support to reach out and reestablish it.
So the main question is why this has not been done during these 4 months?
@Maddy , can you give us an update on this please... Has anyone reached out to Ameriprise to reestablish the OFX?
"After a recent attempt by bad actors to compromise our information security using third party tools, we shut down several third party integrations, pending security reviews of their software. As these parties reach out to us to re-establish connection, we’re completing security assessments and re-enabling on a case by case basis. We would recommend having your client submit a request to MoneyDance to re-establish their connectivity with Ameriprise and our internal team is prepared to partner on that request once received."
70 Posted by Mark J on 14 May, 2022 09:37 PM
@dtd: same here, OFX until it fails. :) My comment was really directed to @kdjordjev and @Cameron. When OFX stops working with an institution, I do not think MD can "fix" it.
71 Posted by Kostadin on 14 May, 2022 10:58 PM
@Makk J... I understand the industry trend...
However we are discussing the specific Ameriprise case here.
Ameri[prise seem to have shut down the service temporarily, and still plan to have it long term. They would turn it on if the third party resubmits a request to do so. (see previous message on this topic from frgreen3)
So the main question is why MD was not able to get this going during the past 4 months since this tread is active?
@Maddy , could you please update the community on the progress!!! Has MD done anything regarding this?
"After a recent attempt by bad actors to compromise our information security using third party tools, we shut down several third party integrations, pending security reviews of their software. As these parties reach out to us to re-establish connection, we’re completing security assessments and re-enabling on a case by case basis. We would recommend having your client submit a request to MoneyDance to re-establish their connectivity with Ameriprise and our internal team is prepared to partner on that request once received."
72 Posted by dtd on 14 May, 2022 11:09 PM
just a user
I am not part of MD/IK so this is conjecture based on other situations like this (USAA, Schwab, a couple of others)
I think the key item you quote is this: we’re completing security assessments and re-enabling on a case by case basis.
In every case I mentioned, similar statements like this translated into "We will evaluate who we want to work with, and ignore those we don't." Primarily, the path is toward 3rd part aggregators (of which Quicken is considered one, because they are the biggest in the room), i.e. the bank can blame the aggregator if things go wrong.
Moneydance has been devoted to privacy, so they don't "aggregate", they keep you in control. Banks don't really want their customers to have control, as it becomes "their" fault if something goes wrong.
I'll let Maddy or someone else say the current status, but that's what I've seen over the last year when these types of things happen.
73 Posted by Mark J on 04 Jun, 2022 01:33 PM
@Maddy, or anyone at MD--any update on this? A plan? Thanks,
Mark
74 Posted by Mark J on 25 Jun, 2022 03:23 PM
As of 2022.4 (4087) Ameriprise seems to be working with Moneydance+. Finally. Not a fix for people wanting OFX, but at least an option.
Thanks, MD!
Mark
75 Posted by cameron.s.mcleo... on 21 Jul, 2022 12:30 AM
I’m able to connect my Ameriprise investment account to Plaid and Moneydance+. When I attempt to download, it does not pull any transactions and does not throw a visible error. Other accounts (bank and credit card) are working fine.
@maddy / MD team - any suggestions?
-Cameron
***************************
Cameron McLeod
Support Staff 76 Posted by Maddy on 25 Jul, 2022 03:34 PM
Firstly, please accept my sincere apologies for the delay in responding to your query, Cameron!
Upgrading to the latest preview version should hopefully fix the problem for you.
Moneydance 2022.5 (4088) is now available to download from this page. This is a free upgrade for you!
You should remove or choose to overwrite the older version and restart Moneydance.
Finally, navigate to Online menu->Moneydance+ Set up and where it reads "Connected" on the right, click and select disconnect in the popup. Then try to recreate the connection as outlined in this article of the Knowledge Base called Connect Accounts with Moneydance+.
Or if you are opting for the OFX service, you should follow the steps here.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
System closed this discussion on 24 Oct, 2022 03:40 PM.