Need advanced settings

Tosh Kalka's Avatar

Tosh Kalka

23 Apr, 2018 09:54 PM

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)

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