Can't figure out bank login

hawaiidonna's Avatar

hawaiidonna

06 Jan, 2019 08:59 PM

Please help

  1. 1 Posted by dwg on 06 Jan, 2019 09:03 PM

    dwg's Avatar

    I'm a fellow user.

    If you mean Direct Connect so you can automatically download transactions then look at the following article:

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-connect

  2. 2 Posted by hawaiidonna on 06 Jan, 2019 09:30 PM

    hawaiidonna's Avatar

    I stated this badly. I can not attach this product to my Chase account. I get the "New Account" page repeatedly. I have the account info sitting right here. It just will not marry up.

  3. 3 Posted by -Kevin N. on 06 Jan, 2019 09:48 PM

    -Kevin N.'s Avatar

    Hi Donna,

    I'm a Chase Visa client so I may be able to help with this.

    First off, have you followed the instructions provided in the following Moneydance KB article for setting up Direct Connect?
    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...

    -Kevin N. (not a member of MD support)

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