To setup automatic downloads for Chase you can follow the steps below.


  • Open a web browser and login to the Chase website.
  • Look to the upper right hand corner of the website for a 'head and shoulders' icon.
  • Click the icon, and choose "More Settings".
  • Scroll to the bottom of the list and select "Desktop Apps" under the AccountSafe menu.
  • Click to activate your account.


You should then be able to connect to Chase from within Moneydance. 

If you still encounter problems, you may need to perform one more verification step. 


  • Open a web browser and login to the Chase website.
  • Go to your Secure Message Inbox.
  • You will see a message asking you to approve the connection from Moneydance.
  • Click the link to confirm the connection.
     

If you have any trouble completing this final step, try using another web browser. Some Chase customers have reported that the secure message verification process doesn't work as expected when using Safari.