Chemical Bank, MI

wmbloke's Avatar

wmbloke

17 Mar, 2015 04:47 PM

When I talked to the rep at Chemical Bank about needing a different user/password than I use for their site they told me they should be the same. What should I tell them I am looking for, a direct connect user/password, OFX?

Thanks!

  1. 1 Posted by Scott Meehan on 17 Mar, 2015 11:34 PM

    Scott Meehan's Avatar

    Hi Wmbloke,

    Most customers report being able to accomplish enabling "Direct Connect" access 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. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 17 Mar, 2015 11:34 PM.

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