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Ensuring your Institution support OFX Banking
First, make sure your account is properly enabled for application-based online banking via direct OFX connections. Keep in mind that this type of online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking.
Some institutions may set your account up for banking using direct OFX connections automatically, others do so when enabling your account for web-based online banking, and still others require that you explicitly request the service for application-based online banking. Check with your financial institution to see which is the case. Also, keep in mind that some institutions impose a monthly or per-use charge for this type of service which may be absent from web-based online banking.
When you enable your account for access from Moneydance, your financial institution should let you know what customer ID/login and PIN to use.
