Connection to Mountain America CU - Direct is not working

shelleytrembath's Avatar

shelleytrembath

10 Oct, 2016 10:11 PM

I used the software. I use the Mountain America CU - Direct connection. I am trying to switch to MoneyDance (already purchased), and I have successfully sync'd my other accounts but my Mountain America account is not working. I use my username and password that I use to log into my Mountain America CU account online, as suggested by my credit union, but I receive this error in MoneyDance:
The given customer ID or PIN is not valid. For more information, contact your financial institution.
Additional information from the server:
Invalid account number

This is the same information I use with Quicken. What can I do to successfully connect with Mountain America CU - Direct?

  1. 1 Posted by Ian O on 13 Oct, 2016 01:23 PM

    Ian O's Avatar

    Hi Shelley,

    There are two methods that personal finance software can use to access your accounts: Direct Connect and Web Connect.

    With Web Connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. This may be what you were using with Quicken.

    Direct Connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website.

    Moneydance only supports automatic connections through Direct Connect and not Web Connect. Are you sure that your account is enabled for Direct Connect access? I would recommend contacting your credit union to confirm this detail.

    Ian O
    Infinite Kind Support

  2. 2 Posted by shelleytrembath on 16 Oct, 2016 01:20 PM

    shelleytrembath's Avatar

    I figured it out. Macu requires the account number to be identified using
    a 4 digit number then use the account number as the customer id for login
    along with the password used to login online.

    I found a document online from 2010 by macu that helped me put it all
    together. Too bad macu support folks didn't know that.

    Thanks for your help.

    Shelley

  3. Support Staff 3 Posted by Jenny on 16 Oct, 2016 01:27 PM

    Jenny's Avatar

    Glad to hear you managed to get to the bottom of it! I'll close this discussion now but please get back in touch if you have questions or require any assistance in future.

    Jenny
    Infinite Kind Support

  4. Jenny closed this discussion on 16 Oct, 2016 01:27 PM.

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