Online banking signup
Trying setup on line banking with my financial institution (Wings Financial). I get a message that my User ID or PIN are incorrect and to contact my financial institution, but they are not in correct. Any suggestions?
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1 Posted by -Kevin N. on 31 Aug, 2010 10:39 PM
Hi Paul,
Some F.I.'s require customers to activate their account(s) for direct connect. It can sometimes be done by the user right from the F.I.'s website or it may require a phone call to the F.I.
If you do need to call them, it's recommended that you tell them that you're trying to establish direct connect to Quicken as many F.I.'s have yet to hear about Moneydance.
Moneydance uses the same protocalls as Quicken so there shouldn't be any issues. You may or may not be issued a seperate user name and ID from your F.I. for direct connect.
HTH -Kevin N.
2 Posted by Paul Hinshaw on 01 Sep, 2010 04:34 PM
Kevin,
I called my FI and read to them your email. They said they thought it
would not work as they only support Quicken and they led me to a page
on their website that has instructions for setting up online banking
with Quicken for Mac. Still, as I try to signup for online banking
through Moneydance all I get is a msg stating that my User ID or PIN
is incorrect. I have verified this info and it is correct. I also get
this msg when trying to setup online bill payment. Any other thoughts?
I am a 20 year quicken user and I am dying to switch to Moneydance and
dump Quicken forever, but if I can't resolve this, I'll be stuck with
them.
Paul Hinshaw
[email blocked]
(please note new email address)
3 Posted by james f on 01 Sep, 2010 04:51 PM
Moneydance and Quicken use the same Direct Connect protocols.
Do not, repeat, do not tell your FI that you are using Moneydance. Tell them that you are using Quicken and that you need your account to be setup for Direct Connect.
4 Posted by -Kevin N. on 01 Sep, 2010 08:43 PM
Hi Paul,
Since setting up your account to work with Quicken did not resolve your sign in issue, I'm afraid I have to acquiesce to the Moneydance Support Staff to troubleshoot your problem.
They're very good, so don't lose hope. Sorry I couldn't help.
-Kevin N.
5 Posted by Angie Rauscher on 02 Sep, 2010 12:21 AM
Paul,
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." For some banks it is necessary to wait for 24 hours after enabling this connection for their server to be updated before you can connect (I experienced this issue myself).
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.
Please let me know if I can be of further assistance, there are other (less common) issues which may be causing the problem, and we'll work on straightening it out,
Angie Rauscher
Moneydance Support
6 Posted by Paul Hinshaw on 13 Sep, 2010 10:34 PM
Angie,
Ok, I am finally back on this issue after being out of town for
awhile. Again, what happens when I try to setup online banking is, is
that I get a error msg stating that my customer ID or PIN is not
valid. I just got off the phone with my financial institution (wings
financial) and they reset my password. I tried it again with the new
password and I still get the same error msg. That msg pops up after
about 2 secs. It's as if moneydance isn't even trying to connect. Any
other ideas?
Paul Hinshaw
[email blocked]
(please note new email address)
7 Posted by Jessica Little on 15 Sep, 2010 12:25 PM
Hi Paul,
If you would be willing, could you send me the contents of your error console? Here's how to get the log in Moneydance 2010:
1) In Moneydance, click on the Help menu and select the Console Window option. This will open the console messages window.
2) While the Console Window is open, attempt to connect to your bank. Any error messages should be recorded to the Console.
3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and email that file directly to me at [email blocked].
Do not attach the file to your response here, since this thread is public and the logs will contain your account information. To be safe you should redact any account info in the debug logs. Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.
Jessica Little
Moneydance Support
Jessica Little closed this discussion on 18 Sep, 2010 03:45 PM.