Am receiving an error message when trying to connect to my bank
I am trying to connect to my First Bank of Colorado checking account. I have contacting the bank to ensure I am entering the correct user ID and password:
The error I receive is "the given customer ID or PIN is not valid. For more information, contact your financial institution. Additional information from the server.
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1 Posted by james f on 17 Jun, 2010 03:49 PM
We use First Bank of Colorado also. Everything is working fine for us. We are using MD Build 2010r3 (746).
The ID and Password are case sensitive.
Take my little tidbit for what it's worth.
2 Posted by Mike on 17 Jun, 2010 10:25 PM
Are you using the demo or have you purchased the software?
Thanks for the tidbit...
3 Posted by Angie Rauscher on 18 Jun, 2010 03:45 PM
James,
Would you please try updating to build 751? I'm not sure this will fix the issue, but it will remove the possibility that the old build is the problem. The trial version vs full version isn't an issue, we permit direct connection setup with the trial.
Most 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 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 they do not support 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."
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. It was unclear from your original email if the bank had confirmed this login information was for their website or for personal finance program login.
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 24 Jul, 2011 07:55 PM.