Cant connect to chase

Scot Crabtree's Avatar

Scot Crabtree

18 Apr, 2018 08:01 PM

Hi,

I have tried to connect with online banking with my Chase account. I did the connection and got the code in the secure messages but it would not connect. Now I just get a error 2000 code.

Thanks

Scot

  1. Support Staff 1 Posted by Tom Freeman on 18 Apr, 2018 09:58 PM

    Tom Freeman's Avatar

    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.

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by -Kevin N. on 18 Apr, 2018 10:41 PM

    -Kevin N.'s Avatar

    Hi Scot,

    You need to authorize your account at Chase for desktop apps.

    The setting to do so is rather hidden on their website. If you need a hand finding it, let me know and I'll try to walk you through it.

    Then, as Moneydance support staffer Tom Freeman mentioned, you'll have to verify your identity via the secure message center.

    Finally, set up the connection in Moneydance.

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

  3. 3 Posted by Scot Crabtree on 19 Apr, 2018 01:42 AM

    Scot Crabtree's Avatar

    I have searched everywhere and cannot find anything that authorizes other
    apps. If you know where to look it would greatly appreciated!!

    Scot

  4. 4 Posted by -Kevin N. on 19 Apr, 2018 02:07 AM

    -Kevin N.'s Avatar

    Hi Scot,

    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).

    Let us know how you make out. OK?

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

  5. 5 Posted by Scot Crabtree on 19 Apr, 2018 02:14 AM

    Scot Crabtree's Avatar

    I found it. Chase wants to charge me 9.95 a month for Direct connect.
    Unless I did something wrong thats all I see. Quicken or Countabout don't
    have me jump thru these hoops. Thanks for trying for me.

  6. 6 Posted by -Kevin N. on 19 Apr, 2018 02:48 PM

    -Kevin N.'s Avatar

    Hi Scot,

    From what I've read on these forums, the $9.95 per month fee only pertains to business accounts. Of course that may have changed.

    There is no monthly fee for the Chase Visa account.

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

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