tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/3027-unable-to-set-up-accountInfinite Kind: Discussion 2016-10-02T02:36:11Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398415222016-05-10T22:22:22Z2016-05-10T22:22:22Zunable to set up account<div><p>waiting for replay</p></div>rdmgoldwingtag:infinitekind.tenderapp.com,2009-01-14:Comment/398415222016-05-11T12:30:49Z2016-05-11T12:30:49Zunable to set up account<div><p>Hi,</p>
<p>Im afraid our support forum does not include a live chat
feature, and therefore responses from the support team won't be
immediate.</p>
<p>I believe you're having issues connecting with your bank. You
can view a list of our supported financial institutions here -
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a>
'Wells Fargo' is on the list, which means they support direct OFX
connections. You can setup online banking with these banks within
Online --> Set Up Online Banking. Then select 'New Connection'
and choose your financial institution from the list.</p>
<p>Have you previously enabled your accounts for Direct Connect
access?</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 Connect
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.
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>Ian O<br>
Infinite Kind Support</p></div>Ian O