What is the deal with setting up a new PIN?
I am trying to setup online banking. When I connect for the
first time, I am prompted to
enter a new password/PIN, and there is an arbitrary-seeming limit
of 8 characters in the
new password? This did not happen when I was connecting from
another application such as Quicken of MSMoney.
The OFX servers for some banks (SunTrust? for example) include a
flag that indicates that
customers must change their PIN the first time they connect. Some
servers enforce this so
Moneydance should also. It is a security requirement because these
banks usually mail the customer a temporary PIN that needs to be
changed the first time they connect to the service. There is an
option to bypass this step in case you have already changed your
PIN for the connection. The checkbox that bypasses the change PIN
process is in the change PIN panel of the setup-connection
window.
If Quicken doesn't require that they change their PIN the first
time you connect then either:
1) you were using web-connect in Quicken (rather than
direct-connect) to download
transactions, or 2) Quicken is connecting to a difference
server/service for that bank The OFX service to which Moneydance
connects also specifies the minimum and maximum length of the PIN.
If this is not the same as the customer's PIN, #1 above is most likely
the case and you will have to use a different login/PIN for direct
OFX banking from Moneydance.
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