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Investement bank setup failure

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tommays

17 Oct, 2009 11:37 AM

I get the following error message when trying to set up online access with an investment bank. Banc of America Investement Services is in Moneydance's supported institutions list but when I select it I get the following error message immediately.

Error:javax.net.ssl.SSLhandshakeException:java.security.cdert.CertificateException:Untrusted Server Certificate Chain.

Please advise on how to correct this.

Thank you,
Tom Mays

1. 1 Posted by Jessica Little on 19 Oct, 2009 11:00 AM

   

   Hi Tom,

   What version of Moneydance are you using? You can find out your version by going to the Help Menu and choosing the About Moneydance option. If you are not using the most recent preview version (2008r4 Build 643), please update to that version. You can download the update from our website at http://moneydance.com/preview. I believe the bug you are experiencing was fixed in the preview release.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Jessica Little
   Moneydance Support

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2. 2 Posted by tommays on 20 Oct, 2009 10:03 AM

   

   Jessica,

   Thank you.

   Tom

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3. 3 Posted by tommays on 20 Oct, 2009 08:13 PM

   

   Jessica,

   I have gotten passed the first error. Now the userid or password is rejected as invalid. However, when I use the same userid and password for a direct login to the investment back it works.

   Any ideas?

   Thanks,
   Tom

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4. 4 Posted by Jessica Little on 21 Oct, 2009 02:07 PM

   

   Hi Tom,

   If your account enabled for direct connections with your bank? Most financial institutions will require you to enable your accounts for application-based online banking. This is different from web connect that is used by Quicken. If you have your financial institution set up your account as if you were using Quicken 2008 for Windows then it should also work with Moneydance since they use the same protocol. This is sometimes necessary as many banks don't yet recognize Moneydance or know how to deal with it.

   Keep in mind that 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 calling your bank to activate your account doesn't solve your connection problems. Hopefully, that will work.

   Jessica Little
   Moneydance Support

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5. Raimund Buchholz closed this discussion on 01 Feb, 2010 12:37 PM.