American Funds download

Gary Izzo's Avatar

Gary Izzo

22 Apr, 2018 06:03 PM

I want to download my American Funds investment accounts. It is listed in your list of financial institutions, but it doesn't accept my username and password. Can you suggest anything??

  1. 1 Posted by Ian O on 23 Apr, 2018 08:28 AM

    Ian O's Avatar

    Hi Gary,

    Sorry to hear of the issue you have encountered when connecting with your bank. Moneydance supports automatic downloads via Direct Connect, have you contacted your bank to enable Direct Connect services?

    Many 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 direct 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 you can not connect in 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.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 23 Jul, 2018 08:30 AM.

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