Tom Freeman on 18 Apr, 2018 09:58 PM
Chase has numerous security protocols to establish a direct connect. First you have to tell Chase you want to establish a connection. Then when first try to connect with chase you will get an error message. You have to go to their website and check your secure messages. Then you comeback to MD and start to establish the connection from scratch.
After verifying your identity in the secure message center of the Chase website, did you try to recreate the connections again?
I am so sorry their are so many hoops to jump through. Chase really want to make sure it is you making this connection.
These instructions are for the Chase Visa website, I'll have to assume that they are the same or similar for Chase Banking.
Log onto the Chase website.
In the upper right-hand corner, click on the head & torso icon.
From the resulting drop-down list, click on 'More Settings'.
In the resulting webpage, look to the column on the left and click on'Desktop apps'.
I'm not 100% sure what happens next as my account is already authorized but I'm sure that it is self-explanatory.
Once you've authorized the account, you may need to verify your identity. You'll be sent an email from Chase explaining how to do so.
If memory serves me correctly, this email will be sent after you try to connect to Chase with Moneydance. (Moneydance will likely throw some kind of error)
After you verify your identity, you should then be able to connect to Chase with Moneydance. (without any errors).