US Bank

Brian's Avatar

Brian

05 Sep, 2022 06:38 PM

What's the trick to connecting with US Bank? The ID and password I put in are correct but I keep getting an "invalid" error. Any suggestions will be appreciated.

  1. Support Staff 1 Posted by Maddy on 16 Sep, 2022 03:04 PM

    Maddy's Avatar

    Hi Brian,
    Thank you for contacting Moneydance support.
    Firstly, please accept my sincere apologies for the delay in responding to your query.

    If you are attempting to connect using the OFX service method, please note that US Bank requires 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. 

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

    --
    Maddy, Infinite Kind Support

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