Jump to content

Financial Institution List


Pennockman
 Share

Recommended Posts

When enabling online access for a new account, the financial institutions list 'downloaded' only partially and will not reload or complete.  Therefore I can't access my institution (which is a nationwide institution).

Link to comment
Share on other sites

Could you please elaborate? When you said you cannot access your institution, do you mean it is not in the list or that you are getting any error message or problem when trying to connect? You may want to reinstall the program using this link: https://www.nchsoftware.com/personalfinance/mlsetup.exe

Before reinstalling the program, I recommend you to create a backup data file to avoid losing your information during the process.

Note that MoneyLine can be used to retrieve transaction and balance data from your financial institution if they support OFX connections. Contact your bank and ask if they allow connections to their OFX server, or if you are only allowed to download OFX files through their website. If downloading through their site is your only option, you can import transactions from the File menu by selecting Import from OFX/QFX File. If you are able to connect to their OFX server, you will need to gather the following information to connect.

Financial Institution: Select the name of the financial institution with which the account should be associated. Alternatively, new financial institution information may be entered by using the Add new financial institution selection.
Routing Number: Enter the routing number (or sort code, transit number, or BSB number) for your financial institution.
Account Number: Enter the account number issued by the financial institution holding the account.
User ID: Enter the user ID issued by the financial institution for accessing the account.
Password: Enter the password associated with the above user ID.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...