PNC Direct Connect

Paul 's Avatar

Paul

17 Mar, 2019 12:22 PM

Hello,
I have been using Quicken for a few years with PNC Bank. I have already set up Direct Connect. I received the PIN and have changed it as per their directions. My problem is that MD will not connect. When I try to set up online banking, in the dialog box there is a box that it says to tick if I have already changed my PIN. I tick the box and press next. I add my account and routing numbers. In the same dialog box it asks for CUSTOMER ID. What is MD looking for here? I tried my online banking ID that I use to long onto their website, I tried my SS#...

Then when I try to download from PNC, I click on Online>Download Checking Transactions. It asks for my USER ID and password which I assume are my online ID which I use to long onto their website and the PIN that they sent to me and I had to change? Then I get an error stating that my customer ID or PIN is not valid.

Does any body know what I need to fill in these fields to make this work? If I call PNC what should I tell them? They will see that I have already set up Direct Connect. I dare not tell them that I'm switching to MD. Any suggestions as to what I can say to avoid going down the rabbit hole of "we don't support MD...."?

  1. 1 Posted by TonyRI on 17 Mar, 2019 12:38 PM

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    Hi Paul,

    Here is a useful link that actually describes the wording that you can use when contacting your financial institution:

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...

    User ID and PIN for Direct Connect should be readily available from your bank. They are typically different from logins for website access. Some banks do charge for direct connect services.

    When you setup your online banking, select the account from the sidebar, go to Setup Online Banking and the important step ( in the documentation) is to select "NEW CONNECTION", even if your previous selection is already on the pick list. That will reset previous settings/entries.

    Hope that this helps,

    Tony (Not from Moneydance Support)

  2. 2 Posted by TonyRI on 17 Mar, 2019 12:40 PM

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  3. 3 Posted by TonyRI on 17 Mar, 2019 01:19 PM

    TonyRI's Avatar

    PS Sorry, I re-read your OP and realize that you have DC already setup. I would just tell them that you were setting up your financial software again and you need the credentials. They will certainly be able to verify your identity and there should be a knowledgeable person on the other end from "Quicken" support to give you the information.

    Just as an aside, I had told my Credit Union that I was using Moneydance and they didn't care, they just had never heard of it. I have read that other banks tell the customer that "they only support Quicken".

    Good Luck :)

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