tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2577-password-or-pinInfinite Kind: Discussion 2016-06-11T13:10:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/393853812016-03-12T13:06:04Z2016-03-12T13:06:04Zpassword or pin?<div><p>Hi Gerardo,</p>
<p>Can you give me the name(s) of the financial institution(s)
you're trying to connect to 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."</p>
<p>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. </p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley