Need advanced settings

Tosh Kalka's Avatar

Tosh Kalka

23 Apr, 2018 09:54 PM

Hi
I need the advanced settings for Chase Bank - I get a message saying I cannot access.

  1. 1 Posted by -Kevin N. on 23 Apr, 2018 11:18 PM

    -Kevin N.'s Avatar

    Hi Tosh,

    I am a Chase Visa client.

    If you haven't done so already, you'll need to authorized your account for desktop apps. You can do so on their website. The option is a bit hidden. If you need help finding it, let me know and I'll try to walk you through it.

    Once you've authorized your account, try to connect again via Moneydance. You may or may not still receive an error. If you receive an error, check you inbox for an email from Chase indicating that you have to verify your identity via their secure message center. The email will explain how.

    Once you've verified your identity, you should then be able to connect via Moneydance without error.

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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

20 May, 2018 03:52 AM
20 May, 2018 01:58 AM
20 May, 2018 01:13 AM
20 May, 2018 12:45 AM
20 May, 2018 12:15 AM