tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2102-unable-to-setup-scottrade-brokerageInfinite Kind: Discussion 2016-02-06T07:01:43Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-01-28T11:05:43Z2016-01-28T11:05:43ZUnable to setup Scottrade Brokerage<div><p>Hi Jerry,</p>
<p>Can you confirm for me the steps you have taken to setup this
connection with your bank?</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken. Moneydance uses exactly the same OFX
server connection protocol as Quicken but your bank representative
may not know this and mistakenly believe that you can not connect
in Moneydance. Calling up your bank and stating precisely the
following should get you started. <em>"Please enable direct connect
on my account such that I can connect to your servers directly with
Quicken. Also give me the login credentials I need to connect
Quicken to this service."</em></p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use.</p>
<p>Can you also send me the output of your Console Log? To do this
run Moneydance and select Help --> Console Window. Then, copy
and paste the output of the console window to this discussion.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-01-28T22:46:48Z2016-01-28T22:46:48ZUnable to setup Scottrade Brokerage<div><blockquote>
<p>On Jan 28, 2016, at 3:05 AM, Jenny <a href="mailto:tender+dad5603956@tenderapp.com">tender+dad5603956@tenderapp.com</a>
wrote:</p>
<p>Hello Jenny, I go to online, set up online banking, and follow
the instructions using new connection and selecting Scottrade
Brokerage.<br>
I have a Scottrade Bank account also, and it works ok.<br>
I use the same user name and password that I use to log on to the
web site, and Scottrade<br>
support tells me that is correct. As I said before, they do see
that it is trying to connect, but fails.<br>
Here’s the log.</p>
</blockquote>
<p>Jerry</p>
<blockquote>
<p>is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write done (15 ms) removing processed txn logs...
done syncing finished<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write done (17 ms) removing processed txn logs...
done syncing finished<br>
setStatus(Downloading Transactions..., -1.0)<br>
Sending message to <a href="https://ofx.scottrade.com">https://ofx.scottrade.com</a></p>
</blockquote>
<p>OFXHEADER:100<br>
DATA:OFXSGML<br>
VERSION:102<br>
SECURITY:NONE<br>
ENCODING:USASCII<br>
CHARSET:1252<br>
COMPRESSION:NONE<br>
OLDFILEUID:NONE<br>
NEWFILEUID:NONE</p>
<p><br>
<br>
<br>
20160128143747.929<br>
25642547<br>
<br>
N<br>
ENG<br>
<br>
Scottrade<br>
777<br>
<br>
QWIN<br>
2400<br>
<br>
<br>
<br>
<br>
1454020667929-27<br>
<br>
<br>
<a href="http://www.scottrade.com">www.scottrade.com</a><br>
25642547<br>
<br>
<br>
Y<br>
<br>
N<br>
<br>
Y<br>
<br>
Y<br>
<br>
<br>
<br></p>
<p><<<<77<<<<<br>
HTTP response headers:<br>
null: [HTTP/1.1 400 Bad Request]<br>
Date: [Thu, 28 Jan 2016 22:37:49 GMT]<br>
Content-Length: [54]<br>
Content-Type: [application/x-ofx]<br>
Connection: [close]<br>
Accept-Ranges: [None]<br>
Server: [IFS-HTTP/3.5.4]<br>
Reading message from <a href="https://ofx.scottrade.com">https://ofx.scottrade.com</a></p>
<p>java.io.IOException: HTTP Error:400 Bad Request<br>
at
com.moneydance.apps.md.controller.olb.ofx.OFXConnection.sendMessage(OFXConnection.java:2602)
at
com.moneydance.apps.md.controller.olb.ofx.OFXConnection.sendMessage(OFXConnection.java:2510)
at
com.moneydance.apps.md.controller.olb.ofx.OFXConnection.getTransactions(OFXConnection.java:953)
at
com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:632)
at
com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:552)
at
com.moneydance.apps.md.view.gui.InvestAccountDetailPanel$DLTxnsRunnable.run(InvestAccountDetailPanel.java:528)
at
com.moneydance.apps.md.controller.BackgroundOpsThread.run(BackgroundOpsThread.java:109)
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write setStatus(Finished syncing with , 0.0)<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write done (12 ms) removing processed txn logs...
done syncing finished<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write done (15 ms) removing processed txn logs...
done syncing finished<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write done (16 ms) removing processed txn logs...
done syncing finished<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write there are txn files to sync<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write syncing with dropbox:
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e<br>
checking for txn logs... is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write Transaction files in
com.moneydance.modules.features.netsync.DropboxFSInterface@7de6385e:<br>
81E2A21A-1F60-445A-AC71-A5287225E9B5.txn is
/Users/jstandarduser/Dropbox connected?<br>
folder exists can write Could not apply tracnsaction
javax.crypto.BadPaddingException: Given final block not properly
padded<br>
done saving state file to dropbox... Saving state file to
dropbox<br>
syncing txns after date: 20150128<br>
is /Users/jstandarduser/Dropbox connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write is /Users/jstandarduser/Dropbox
connected?<br>
folder exists can write done (14 ms) removing processed txn logs...
done syncing finished</p></div>jrduke1tag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-01-29T14:21:41Z2016-01-29T14:21:41ZUnable to setup Scottrade Brokerage<div><p>Hi Jerry,</p>
<p>What version of Moneydance are you using? Also, has this
connection ever worked, or is the first time you are trying to
connect to this account?</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-01-29T20:58:58Z2016-01-29T20:58:58ZUnable to setup Scottrade Brokerage<div><p>I tried to make this work using both Md 2011 and 2015 v1334.
I've tried many times in the past to set this up. It has never
worked. As I have said the Scottrade bank does work, and always
has.</p>
<p>Jerry</p></div>jrduke1tag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-01T16:12:29Z2016-02-01T16:12:29ZUnable to setup Scottrade Brokerage<div><p>Instead of your website username, can you try using your account
number as your login ID? Use the same password as you use on the
website.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-01T18:51:37Z2016-02-01T18:51:37ZUnable to setup Scottrade Brokerage<div><p>Hi Ian,</p>
<p>I have always used the account number in the username login
procedure.</p>
<p>Jerry</p></div>jrduke1tag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-02T14:37:13Z2016-02-02T14:37:13ZUnable to setup Scottrade Brokerage<div><p>I've tweaked our Scottrade connection a bit to see if that
allows you to connect. Can you try re-creating your connection with
your financial institution and see if that fixes the issue that
you're seeing? You will need to disable your current connection to
your bank and then recreate it using the New Connection button on
the Online Banking Setup screen. To do so, you can follow these
steps:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking
button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable
button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the
same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu
(again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit
OK<br></li>
<li>Continue with the setup process, entering your
username/password
</li>
</ol>
<p>Make sure you pick new connection, <strong>even though your bank
is still one of the connection choices after you disable
it.</strong> Choosing your bank from the list of available banks
will force Moneydance to download the updated information, which
should then allow you to connect.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-02T23:41:55Z2016-02-02T23:41:55ZUnable to setup Scottrade Brokerage<div><p>Ian,<br>
Followed your instructions.The set up looked normal. Still got the
error.</p>
<p>Jerry</p></div>jrduke1tag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-03T12:46:44Z2016-02-03T12:46:44ZUnable to setup Scottrade Brokerage<div><p>Does your password contain any non-alphanumeric characters like
underscores or exclamation points? If so, could you try resetting
your password so that it only contains numbers and letters to see
if that works?</p>
<p>If that still doesn't work, could you try connecting in a
completely new Moneydance file? You can create a new file using the
File->New menu option.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-04T19:33:31Z2016-02-04T19:33:31ZUnable to setup Scottrade Brokerage<div><p>Hi Ian,</p>
<p>It worked when I used a new MD file. Is there a way to fix my
original file as it would be easer. I wouldn’t have to enter
a bunch of new securities.</p>
<p>Jerry</p></div>jrduke1tag:infinitekind.tenderapp.com,2009-01-14:Comment/390254382016-02-05T20:46:50Z2016-02-05T20:46:50ZUnable to setup Scottrade Brokerage<div><p>Can you try completely resetting your connection in your
original file to see if that fixes the problem you're seeing? To do
this, you'll need to force clear the current connection information
for your bank in Moneydance. I'm sending two files called
remove_one_service_2015.py (for Moneydance 2015) and
remove_one_service.py (for older versions) that will help do that.
Before proceeding, please back up your Moneydance data set, just in
case something goes wrong. So far, this hasn't caused any problems,
but better safe than sorry!</p>
<p>To use the file, first save it to your computer and then follow
these steps:</p>
<ol>
<li>In Moneydance, click on the Extensions Menu and choose the
<strong>Manage Extensions</strong> option.<br></li>
<li>From the list of available extensions, choose the Python
Interface extension, then click Install to download the extension
and finish to complete the installation.<br></li>
<li>Close the Manage Extensions window.<br></li>
<li>Again, click the Extensions menu. This time, choose the
<strong>Python Interface</strong> option.<br></li>
<li>In the python window, click the <strong>read from file</strong>
button and load the file from whereever you saved it. You will be
asked to select which connection you want to clear. Choose your
bank, and click OK. You'll get a confirmation message when the
connection has been removed. Close the window when done.<br></li>
<li>Set up the connection to your bank like normal. Since all of
your settings have been cleared, you should get the most recent
connection information for your bank.</li>
</ol>
<p>Hopefully, that will work. If it doesn't, let me know and we'll
continue troubleshooting.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian L