Online Banking Direct Correct issue

Richard's Avatar


08 Apr, 2022 09:00 PM

I recently updated my PFM Direct Connect account and my User ID changed. I changed the user id to the new id and downloaded my transactions successfully. Now when I select online download the download the user id shows the original ID. Should it not retain or save the new id. I can't fine an option to edit to save the new id

  1. 1 Posted by Stuart Beesley ... on 08 Apr, 2022 09:04 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If it still works ok, I wouldn’t touch it.

    However, toolbox extension has the ability to allow you to edit your user id. Advanced mode. Online banking ofx tools menu.

  2. 2 Posted by Richard on 08 Apr, 2022 09:55 PM

    Richard's Avatar

    I installed tool extension and viewed advance mode. I couldn't really find the online download user id to edit, does look real user friendly. Maybe in a furture update yall put a option to provide that

  3. 3 Posted by Stuart Beesley ... on 08 Apr, 2022 10:15 PM

    Stuart Beesley (Mr Toolbox)'s Avatar
  4. System closed this discussion on 08 Jul, 2022 10:20 PM.

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