Amex Direct Connect

scotalan's Avatar


03 Apr, 2022 02:56 AM

Hello, I have read several blogs on IK about setting up a OFX with Amex, and it sounds as simple as typing the account number and the current pw to the login to the credit card at the on-line banking setup screen. When I try that, it comes back that the PIN/PW is not recognized.

Is this correct?

I am on version 2017.8.

- Scott

  1. 1 Posted by dtd on 03 Apr, 2022 03:10 AM

    dtd's Avatar

    just a user - I can't really speak to 2017.8, but...

    still for credit cards for Amex, you need your USERID and PW - then it will present to you a set of accounts - and you pick the one that matches the account you are trying to link to - and then it should all link up.

    If you have an Amex savings account - they do not support OFX for that type of account.

  2. 2 Posted by scotalan on 04 Apr, 2022 01:31 AM

    scotalan's Avatar

    Thank you for that! I had misunderstood and thought I needed to add my number first . . . this looks to be working!

    Thanks again!

    - Scott

  3. 3 Posted by dtd on 04 Apr, 2022 01:59 AM

    dtd's Avatar

    Glad that helped.

  4. System closed this discussion on 04 Jul, 2022 02:00 AM.

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