CHASE - WONT RECOGNIZE USER ID / PASSWORD

ED HAREN's Avatar

ED HAREN

03 Sep, 2019 03:37 PM

CALLED CHASE WHO WON'T EVEN ENTERTAIN THE QUESTION...
VERY HAPPY WITH MONEYDANCE BUT THIS IS A PROBLEM.

  1. 1 Posted by TonyRI on 03 Sep, 2019 06:17 PM

    TonyRI's Avatar

    Hi Ed,

    You firstly have to authorize the third-party connection via your Chase Account Profile Settings.

    Regards,

    Tony (NOT from Moneydance Support)

  2. 2 Posted by Henry on 03 Sep, 2019 09:31 PM

    Henry's Avatar

    Hi Ed,

    Thank you for contacting us.
    As TonyRI wrote, Chase allow you to enable Direct Connect on their website. To enable this connection method, follow these steps:

    1. Log on to the Chase website.
      2 Look to the upper right-hand corner of the webpage for the head and torso icon.
    2. Click the head and torso icon and select 'More Settings'.
    3. A list of items will appear on the left side.
    4. Scroll all the way to the bottom of the list.
    5. There you'll see the link for 'Desktop apps' under the AccountSafe menu
    6. Click to activate your account.

    You should be able to connect in Moneydance after that. If you still have trouble, you may need to perform one more verification step. To do so, follow these steps:

    1. Log on to Chase's site.
    2. Go to your Secure Message Inbox.
    3. You should have a message asking you to confirm your connection. Click the link to confirm.

    --
    Henry, Infinite Kind Support

  3. 3 Posted by edharen on 04 Sep, 2019 05:30 PM

    edharen's Avatar

    WORKED PERFECTLY – THANKS MUCH!

  4. 4 Posted by Henry on 04 Sep, 2019 05:33 PM

    Henry's Avatar

    Thank you for letting me know and I'm very glad to see that everything works!
    I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

    Have a great day!

    --
    Henry, Infinite Kind Support

  5. Henry closed this discussion on 04 Sep, 2019 05:33 PM.

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