Chase Bank

Joe's Avatar

Joe

29 Oct, 2015 03:22 AM

Chase Bank says "user not authorized to access the system with this application"

 What is the work around?

Thanks, Joe

If this cant be made to be automatic I will have to find another financial resource to use.

  1. Support Staff 1 Posted by Jenny on 29 Oct, 2015 11:33 AM

    Jenny's Avatar

    Hi Joe,

    Have you contacted Chase to activate your account for direct connections?
    Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started - "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 01 Nov, 2015 10:10 AM.

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