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US Bank not working

liltruckman's Avatar

liltruckman

16 Oct, 2010 05:06 PM

I have tried connecting to US Bank with US Bank - PFM Direct Connect. I entered my login info that I use on www.usbank.com, and it comes back incorrect user/password. I called US Bank and the lady told me what to write on the support request. She said "PFM Direct is not supported through US Bank. Good news is she is downloading a version and trying to see how to get in, bad news is I dont know how to get in. I am not a quicken or Money user anymore.

Any suggestions??? Help

  1. Support Staff 2 Posted by Angie Rauscher on 16 Oct, 2010 05:36 PM

    Angie Rauscher's Avatar

    Liltruckman,

    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.

    Good luck, and do let me know how it goes. When you respond, please let me know the OS, the versions of Java and Moneydance you are running, and include the full error message you get when trying to connect.

    Angie Rauscher
    Moneydance Support

  2. 3 Posted by liltruckman on 20 Oct, 2010 01:06 AM

    liltruckman's Avatar

    I have done this and I still receive the message The given customer ID or Password is incorrect. Addl. info Sign-on invalid. I am using Mac OsX 10.5.8 Java webstart 12.6.0
    This is getting Frustrating.
    Please give me some guidance so I can get this working, or refund my money.

    Chris

    Here are the instructions to setup your account in Quicken 2010. The service will be available after 10 am PST on 10/19/2010. Your version of Quicken may have slight differences, but the process should remain the same. 1. Access the Account List by selecting Tools / Account List from the menu bar. a. You can also access the account list with the keyboard shortcut 'Ctrl + A' 2. Click the Add Account button 3. Select the account type. In your case choose Checking 4. Click the Next button. 5. Choose the radio button stating that the account is held at the following institution. 6. Either click the letter “U” or type in U.S. 7. From the drop down list choose U.S. Bank – PFM Direct Connect 8. Click the Next button. 9. Select the option Yes, connect to U.S. Bank - PFM Direct Connect through Quicken (Recommended Option) 10. Click the Next button. 11. Enter your Social Security Number or Taxpayer Identification Number as the U.S. Bank - PFM Direct Connect User ID. 12. Enter the pin number for your check card ending in xxxx as your U.S. Bank - PFM Direct Connect password. 13. Re-enter this password. 14. Click the Next button. 15. Quicken will connect to U.S. Bank. 16. Quicken requires a pin / password change. a. Enter the Existing pin / password. b. Enter a New pin / password. c. Re-enter the new pin / password. 17. Quicken will detect up to six accounts a. Change the nicknames of your accounts if you choose. (Note this will not create a nickname on US Bank’s end) 18. If there are additional accounts that are not displayed, repeat the Quicken Account Setup until all of the accounts have been added. 19. Click the Next button. 20. Quicken will now connect and download the available transactions. 21. Choose whether or not you want to setup a pin vault. a. The pin vault is a feature that will save your password, thus not requiring you to enter it each time that you connect. 22. Quicken will display the accounts that are now setup. 23. Click the Done button. 24. You will be returned to the Accounts List page. 25. Select Go To Register, to view the register, or Click the Done button to close the account list. 26. Click the Accept All button to accept all of the new transactions.

  3. 4 Posted by liltruckman on 22 Oct, 2010 05:36 PM

    liltruckman's Avatar

    Please refund my money, I will not be using Moneydance sorry. I cannot get the issue resolved.
     
    XXXXXXXXX
     
    Qty Product Description Price Discount Subtotal
    1 4950104 Moneydance 2010 USD 49.99 USD 0.00 USD 49.99
     
    Shipping: USD 0.00
    Sales tax: USD 0.00
    Total bill: USD 49.99
     
    A printable order receipt in PDF format is available here:
    XXXXXX
     
    For billing questions regarding your order please email us at [email blocked]
     
    For product technical support please contact the developer of the product you've purchased.
     
    BMT Micro provides payment processing. We cannot provide technical support or instructions on product use or installation.
     
     
    THANK YOU FOR YOUR ORDER!
     
    -----------------------------------------------------------------
    BMT Micro, Inc. PO Box 15016, Wilmington, NC 28408, United States
    Web: www.bmtmicro.com Fax: +1-910-792-1889 EU VAT#: EU826001142

     

    From: [email blocked]
    To: [email blocked]
    Subject: RE: US Bank not working [Financial Institution Direct Connection support requests]
    Date: Tue, 19 Oct 2010 18:06:48 -0700

    I have done this and I still receive the message The given customer ID or Password is incorrect. Addl. info Sign-on invalid. I am using Mac OsX 10.5.8 Java webstart 12.6.0

    This is getting Frustrating.

    Please give me some guidance so I can get this working, or refund my money.

    Chris

    Here are the instructions to setup your account in Quicken 2010. The service will be available after 10 am PST on 10/19/2010. Your version of Quicken may have slight differences, but the process should remain the same. 1. Access the Account List by selecting Tools / Account List from the menu bar. a. You can also access the account list with the keyboard shortcut 'Ctrl + A' 2. Click the Add Account button 3. Select the account type. In your case choose Checking 4. Click the Next button. 5. Choose the radio button stating that the account is held at the following institution. 6. Either click the letter “U” or type in U.S. 7. From the drop down list choose U.S. Bank – PFM Direct Connect 8. Click the Next button. 9. Select the option Yes, connect to U.S. Bank - PFM Direct Connect through Quicken (Recommended Option) 10. Click the Next button. 11. Enter your Social Security Number or Taxpayer Identification Number as the U.S. Bank - PFM Direct Connect User ID. 12. Enter the pin number for your check card ending in xxxx as your U.S. Bank - PFM Direct Connect password. 13. Re-enter this password. 14. Click the Next button. 15. Quicken will connect to U.S. Bank. 16. Quicken requires a pin / password change. a. Enter the Existing pin / password. b. Enter a New pin / password. c. Re-enter the new pin / password. 17. Quicken will detect up to six accounts a. Change the nicknames of your accounts if you choose. (Note this will not create a nickname on US Bank’s end) 18. If there are additional accounts that are not displayed, repeat the Quicken Account Setup until all of the accounts have been added. 19. Click the Next button. 20. Quicken will now connect and download the available transactions. 21. Choose whether or not you want to setup a pin vault. a. The pin vault is a feature that will save your password, thus not requiring you to enter it each time that you connect. 22. Quicken will display the accounts that are now setup. 23. Click the Done button. 24. You will be returned to the Accounts List page. 25. Select Go To Register, to view the register, or Click the Done button to close the account list. 26. Click the Accept All button to accept all of the new transactions.

  4. 5 Posted by Brian Adler on 27 Oct, 2010 01:11 AM

    Brian Adler's Avatar

    Chris,

    Our records show that you received a refund for your purchase on Oct 23rd. I am writing to confirm that with you. I am sorry that Moneydance did not meet your needs. Should you ever elect to repurchase Moneydance, we would be happy to help you successfully sync to your account with US Bank.

    Sincerely,

    Brian Adler

    Moneydance Support

  5. Brian Adler closed this discussion on 27 Oct, 2010 01:11 AM.

  6. liltruckman re-opened this discussion on 27 Oct, 2010 06:24 PM

  7. 6 Posted by liltruckman on 27 Oct, 2010 06:24 PM

    liltruckman's Avatar

    Yes I did
     
    Thank You
     
    If you ever do find a workaround, please let me know. I do like the product better than quicken!!!
     
    Chris

  8. 7 Posted by Brian Adler on 27 Oct, 2010 06:59 PM

    Brian Adler's Avatar

    Chris,

    US Bank's connection is currently working. I don't know what was preventing your connection before but it wasn't something systemic. If you do decide to repurchase, I can assure you that we would be able to trouble shoot your connection if you found the problem reoccurred. I apologize that we didn't resolve it for you last time before you decided to seek a refund.

    Sincerely,

    Brian Adler

    Moneydance Support

  9. Brian Adler closed this discussion on 27 Oct, 2010 06:59 PM.

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