Ian O on 22 May, 2018 08:14 AM
Sorry to hear of the issue you have encountered when connecting with your bank in Moneydance. Can you let me know the version of Moneydance you are using? You can check this within Moneydance by navigating to Help --> About Moneydance. We have had reports that Chase have retired one of their older certificates which has broken the connection in older versions of Moneydance.
1. I did receive an email message from Chase. All it said to do was log into the website, which I did, and I could not find anything else on the website to do to verify identify. Linking to Moneydance still does not work.
Thanks for the helpful info, Kevin and Ian.
I installed the latest version of Moneydance and I am still receiving the same error message when attempting to set up online banking with Chase bank.
Any suggestions? Thanks.
Log on to the Chase web site.
In the upper left-hand corner, click on the 3-horizontal bars icon.
In the resulting list of items, click on 'Secure Messages'.
A separate window will open to your secure messages inbox.
See if you have a message there with instructions on how to verify your identity.