OnPoint Community Credit Union in Portland, Oregon

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avonderluft

27 Jul, 2018 05:25 PM

They recently changed their access methodology, and the direct connect no longer works. Their Tech Support stated that this would need to be re-enabled by the Finance Software vendor (IK).

Please do the necessary. Thanks!

  1. 1 Posted by Aaronboy on 27 Jul, 2018 06:46 PM

    Aaronboy's Avatar

    Yea, I'm in the same boat. Tried the new log-in selection instead of direct and it says user doesn't exist.

  2. 2 Posted by avonderluft on 27 Jul, 2018 06:48 PM

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    Yes, exactly the same for me, "user doesn't exist" Thanks for the vote up!

  3. 3 Posted by quotient on 27 Jul, 2018 07:39 PM

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    I'm just a user, not support.

    Until MD adapts the program to the bank's new setup, don't forget that as a workaround you can probably download a file of transactions from your bank's website and import that file into MD.

  4. Support Staff 4 Posted by Jenny on 28 Jul, 2018 01:22 PM

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    Hi,

    Thanks for bringing this to our attention.

    I have flagged this discussion for our connection specialist, who can investigate the problems and make the necessary changes to our connection information.

    There are 2 connections for your bank within Moneydance, can you let me know which you're using? OnPoint Community CU - Direct, or OnPoint Community CU - New?

    Can you also let me know which version and build of Moneydance you are running?
    To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Jenny
    Infinite Kind Support

  5. 5 Posted by avonderluft on 28 Jul, 2018 06:47 PM

    avonderluft's Avatar

    Hi Jenny,
    Thanks for the response. Up until recently, when OCCU changed to a new digital interface, we used "OnPoint Community CU - Direct". This stopped functioning with the advent of the new interface, so we disabled Online Banking, and re-enabled using "OnPoint Community CU - New". The error returned with this is:
    ---
    Bank Name: OnPoint Community CU - New
    The error code reported by the server was: 2003
    Account not found
    ---
    I am using Moneydance 2017.8, build 1691.

    Thanks for your help with this.

  6. Support Staff 6 Posted by Ian O on 29 Jul, 2018 09:42 AM

    Ian O's Avatar

    Hi,

    Sorry to hear of the difficulties you're encountering connecting to OnPoint Community Credit Union. I've checked our connection information for you're bank and it looks like we have the most up to date details. I've tested the connection in Moneydance and it does seem to be querying your bank's OFX server. However, it's difficult to test connections fully without an OnPoint account.

    Have you tried re-creating your connection to see if this allows you to connect again? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    If you continue to have connection problems after recreating your connection please let me know and I'll create a private thread where you can send me your logs securely. This will hopefully shed some further light on the situation.

    Ian O
    Infinite Kind Support

  7. 7 Posted by avonderluft on 30 Jul, 2018 03:15 PM

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    Yes, I've gone through the described process 3 times. Error I'm getting now is:

    There was an error communicating with your financial institution. The details of this error are below.

    Bank Name: OnPoint Community CU - New
    Account: OnPoint Checking
    Account Number: <redacted>

    A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
    Error Description: java.io.IOException: HTTP Error:403 Forbidden

  8. Support Staff 8 Posted by Ian O on 30 Jul, 2018 03:21 PM

    Ian O's Avatar

    Sorry to hear the issue persists. Could you send me the entire contents of your error console after attempting a connection? This should detail exactly what Moneydance is doing when trying to connect with your bank. I'll compare this with what I'm seeing on my system and hopefully we'll be closer to identifying exactly where the problem lies. Here's how to get the logs:

    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 attach that file to your response here.

    The debugging logs that this produces will contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but just 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.

    Ian O
    Infinite Kind Support

  9. 9 Posted by avonderluft on 30 Jul, 2018 03:55 PM

    avonderluft's Avatar

    Hi Ian,

    cc: @Aaronboy

    I actually got it to work, by experimenting with different formats for account number. What finally worked is:
    <acct-num>5 for checking
    <acct-num>1 for checking
    <acct-num>160 for Equity Line of Credit.

  10. 10 Posted by Aaronboy on 30 Jul, 2018 05:06 PM

    Aaronboy's Avatar

    @avonderluft

    Thanks for the update! Thats good to know that you got it working! I'll have to play with it and see where it takes me. You ended up delinking the bank account first right?

  11. 11 Posted by Aaronboy on 30 Jul, 2018 05:56 PM

    Aaronboy's Avatar

    I'm still getting account not found after disabling and adding onpoint new. I assume when adding the new connection, customer ID is the log in name you use?

  12. 12 Posted by avonderluft on 30 Jul, 2018 08:49 PM

    avonderluft's Avatar

    It is working for me only intermittently.
    Yes, I delinked the account (several time), and yes, customer ID == login ID.

    Also, I think you have to have registered your device with the new 2FA.

  13. 13 Posted by avonderluft on 31 Jul, 2018 01:33 AM

    avonderluft's Avatar

    @Aaronboy,
    One other thing I discovered, in order for the sync to work, I must first login to OnpointCU in a browser. With a current session, then downloads work, otherwise not.

  14. 14 Posted by avonderluft on 03 Aug, 2018 03:43 PM

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    Now it is totally broken again. I'll be posting some logs here shortly.

  15. 15 Posted by dakingus on 12 Aug, 2018 06:28 PM

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    I too am having connection problems. Log file attached.

  16. 16 Posted by dakingus on 12 Aug, 2018 07:15 PM

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    Thanks quotient for the reminder of downloading transactions from the website. That does indeed work. It also appears to have provided a possible solution to downloading data directly. While importing the qfx transaction files into Moneydance, I noticed the account numbers were slightly different. When I set up the online backing with these different account numbers the connection worked! The only issue I'm seeing at the moment is I have duplicate transactions between the file import and the online import. Not totally unexpected IMHO.

    Here's an illustration of the differences:

    Account numbers on statement:
    Savings 555555-1
    Checking 555555-7

    Account numbers in import files:
    Savings 55555571
    Checking 905555557

    In my opinion this is not a solution because these modified account numbers do not appear anywhere on my statement. This is something Moneydance needs to iron out with Onpoint.

  17. 17 Posted by Aaronboy on 20 Aug, 2018 03:07 AM

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    Has this issue been resolved? Haven't been able to link my bank account to download transaction and my transactions are doubled atm from manually updating.

  18. 18 Posted by mikebr on 25 Aug, 2018 06:46 PM

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    Hi Everyone, I just spent the last hour thrashing with OnPoint CU direct connection after their system change on July 23. I did get it working and I don't really understand why what I did worked, or if it will stay working. Here is what I did, in case this helps someone or if someone can explain to me why it worked.

    First, select my existing OnPoint checking account in Moneydance, then:

    1. Online->Setup Online Banking: Disable...Yes
    2. Change...New Connection
    3. Search for and select OnPoint Community CU - New
    (wait while it says retrieving financial institution's profile)
    4. Select Moneydance account in dropdown selector
    5. Next screen wants routing number and account number. Routing number is 323075880. Account number is the number on the bottom of your checks. You can omit the leading zeros. The same number can be seen when logged in the web online banking interface. It is labeled "Full Account Number". For CustomerID I put my login name, but I'm not sure that is required there. Account Type: Checking. Check: Online Banking. Next >>
    6. Moneydance now says it has most of the information needed to connect. Click Finish.
    7. Done
    8. Try Online->Download <account name> Transactions
    9. Response is bad username and password
    10. Online->Setup Online Banking: Change PIN
    11. Here's what I entered: for UserID I entered the username I use for their online web interface. I used the corresponding password in ALL of the following fields: Current Password, New Password, Confirm. Click OK
    12. Try Online->Download <account name> Transactions
    It worked for me that time. I don't know if it will work tomorrow.

    NOTE: I was also logged into the online banking web interface while downloading transactions. Some users above indicated that this was required. I don't know.

    It would be nice to have some background on what the different connection methods are. Why does Moneydance pop up a window for entering password for some accounts, while other accounts seem to need the info entered in the "Change PIN" dialog?

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