tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2824-can-not-connectInfinite Kind: Discussion 2018-03-17T03:36:08Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/396311382016-04-13T07:21:23Z2016-04-13T07:21:23Zcan not connect<div><p>While your institution appears on the list f supported financial
institutions:</p>
<p><a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>it is usually the case that the username & password required
for direct connect is different to what you use for your login when
using a browser, as different systems are used.</p>
<p>I cannot comment specifically on your case but this is what I
would expect</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/396311382016-04-13T09:22:02Z2016-04-13T09:22:02Zcan not connect<div><p>Hi Meade,</p>
<p>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. <em>"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."</em></p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
I believe that with American Funds, you should use your SSN for the
username ID. However, 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 and they can confirm
this is correct.</p>
<p>Please let us know if you continue to encounter issues after
contacting your bank.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian O