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problem connecting to Capital One Investing

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sportbiker

Nov 28, 2016 @ 07:02 PM

I have an Sharebuilder account that was set up for downloading from Ing. Capital One bought Ing and changed the brand from Sharebuilder to Capital One Investing. Somewhere along the way, my ability to download broke but I've just been living with it. Now I want to fix it.

I went to the Cap One site and generated a new PIN (direct access is set to "allowed"). Back in Moneydance, I when I select the Cap One (previously Sharebuilder) account in my list of investment accounts and choose Setup Online Banking, I see Sharebuilder in the pop up menu. I do not see a button to disable the connection. I click "New connection" and select Cap One Investing in the institution list, then click OK. However, Cap One Investing does not then show itself in the pop up menu of institutions -- Sharebuilder still shows. If I try to create a new connection still using Sharebuilder, I go through the process only to receive an error about "online enrollment required," which I think is a false message since Cap One has me set as Allowed.

Please advise.

Moneydance 2017 (1584)

1. 1 Posted by sportbiker on Dec 15, 2016 @ 04:57 AM

   

   bump

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2. 2 Posted by Ian L on Dec 16, 2016 @ 12:05 AM

   

   Can you try completely resetting your connection to your bank and see if that fixes the problem you're seeing? To do this, you'll need to force clear the current connection information for your bank in Moneydance. I'm sending a file called remove_one_service.py that will help do that. Before proceeding, please back up your Moneydance data set, just in case something goes wrong. You can create a backup using the File->"Export Backup" menu option. So far, this hasn't caused any problems, but better safe than sorry!

   To use the file, first save it to your computer and then follow these steps:

   1. In Moneydance, click on the Extensions Menu and choose the Manage Extensions option.
      
   2. From the list of available extensions, choose the Python Interface extension, then click Install to download the extension and finish to complete the installation.
      
   3. Close the Manage Extensions window.
      
   4. Again, click the Extensions menu. This time, choose the Python Interface option.
      
   5. In the python window, click the read from file button and load the file from whereever you saved it. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
      
   6. Set up the connection to your bank like normal. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

   Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.

   Ian L
   Infinite Kind Support

   • remove_one_service_2015.py 672 Bytes
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3. 3 Posted by sportbiker on Dec 24, 2016 @ 03:26 AM

   

   No luck. I deleted the Sharebuilder connection:

   I selected the Capital One account and began the online process:

   It still came through as Sharebuilder:

   If I try to complete the setup anyway, I receive this error:

   But from the Cap One site, there’s no blockage:

   Kind regards,

   Mark

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4. 4 Posted by Ian L on Dec 24, 2016 @ 04:01 PM

   

   I've removed the outdated SHareBuilder connection from our list. Could you try using the python script again to delete that connection from your file and set up the Capital One connection? Hopefully it will work this time.

   Ian L
   Infinite Kind Support

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5. 5 Posted by sportbiker on Dec 30, 2016 @ 12:52 AM

   

   That solved the problem. I am now connected and can download transactions. Thanks.

   Kind regards,

   Mark

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6. 6 Posted by Ian L on Dec 31, 2016 @ 06:43 PM

   

   Great, glad things are working again! Please let me know if I can be of any further assistance, and thanks for using Moneydance.

   Ian L
   Infinite Kind Support

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7. Ian L closed this discussion on Dec 31, 2016 @ 06:43 PM.