Connection to Mountain America CU - Direct is not working
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?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Ian O on Oct 13, 2016 @ 01:23 PM
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 Posted by shelleytrembath on Oct 16, 2016 @ 01:20 PM
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
Support Staff 3 Posted by Jenny on Oct 16, 2016 @ 01:27 PM
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
Jenny closed this discussion on Oct 16, 2016 @ 01:27 PM.