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.