online account set up

Kim's Avatar

Kim

30 Jan, 2016 02:43 PM

I'm having trouble setting up my online accounts. Saying signon is invalid but working fine on my online banking website.

  1. Support Staff 1 Posted by Ethan on 30 Jan, 2016 02:55 PM

    Ethan's Avatar

    Hello,

    Which bank are you trying to connect to? Have you contacted your bank to enable your accounts for direct connections? 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. "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."

    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.

    Ethan
    Moneydance Support

  2. 2 Posted by Kimberly Strozi... on 30 Jan, 2016 03:08 PM

    Kimberly Strozier's Avatar

    Hi Ethan -
    Delta Community Credit Union.
    Unfortunately the weekend support team had absolutely no idea what “direct connect” meant. If you can’t help me from your end, I’ll have to wait for a “Home Banking Specialist” on Monday. Bummer!

    Kim

  3. Support Staff 3 Posted by Ethan on 30 Jan, 2016 03:16 PM

    Ethan's Avatar

    Hello Kim,

    If you could provide the exact text of the error you are receiving I can let you know for sure, but from what you describe it sounds like they either need to activate your accounts for direct connections, or give you the login information for those connections, both of which they would have to take care of on their end.

    Ethan
    Moneydance Support

  4. 4 Posted by Kim Strozier on 30 Jan, 2016 03:21 PM

    Kim Strozier's Avatar

    The given customer ID or PIN is not valid. For more information, contact
    your financial institution.

    Additional information from the server:
    Signon Invalid

  5. Support Staff 5 Posted by Ethan on 30 Jan, 2016 03:23 PM

    Ethan's Avatar

    Yes, that would definitely indicate that they need to provide you with special login information for those connections. I'm afraid there's nothing we can do about that on our end.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  6. System closed this discussion on 30 Apr, 2016 03:30 PM.

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