online connection problem

gonzalezf's Avatar

gonzalezf

21 Mar, 2015 01:50 AM

HI, I come from using Quicken, most recently Quicken Mac 2015. I exported the data to MD 2015 with just a few errors. However, I have been unable to connect to either Chase Bank or Merrill Lynch. Each time getting the attached message that refers to "No trusted certificate found". I'm concerned that I see this issue raised dating back at least 2-3 years but without any clear resolution. I had no problems connecting with Quicken, I trust that this shouldn't be a problem either.

Your help and cooperation in solving this issue for me ASAP, will be greatly appreciated.

Thanks in advance,

  1. 1 Posted by David Hanley on 24 Mar, 2015 10:43 AM

    David Hanley's Avatar

    Hi,

    Many financial institutions (including Chase) 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.

    To enable the connection with Chase you can call them at 1-877-242-7372, or go with the simpler method and use their website. First, log on to Chase's site, and click the Customer Center Tab. Click on "Financial Management Software". Select "Activate Direct Access through PFM service" and follow the prompts from there. Good luck getting set up, and if you have any other questions please don't hesitate to ask.

    Thanks!

    David Hanley
    Infinite Kind Support

  2. Ian L closed this discussion on 24 Mar, 2015 06:52 PM.

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