tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/213-connecting-to-chase-bank-accountsInfinite Kind: Discussion 2018-10-18T13:54:04Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-28T19:36:39Z2009-07-28T19:36:39ZConnecting to Chase Bank accounts<div><p>A stab in the dark, but you may wish to login to your account
and, at <a href=
"https://chaseonline.chase.com/secure/CustomerCenter.aspx">https://chaseonline.chase.com/secure/CustomerCenter.aspx</a>,
go to Reference Center, Tools, and click "Activate Money, Quicken,
etc" again.</p></div>jackstonetag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-28T19:37:08Z2009-07-28T19:59:07ZConnecting to Chase Bank accounts<div><p>I use MD with Chase Bank all the time.</p>
<p>I use my web Login and Password under MD with no problem.</p>
<p>When you setup the bank accounts in MD, each bank account ought
to be setup with it's own account number and routing number. You
can check this by clicking on a bank account, choose Account, then
choose Edit Account. Make sure there is an account number and
routing number for that account.</p>
<p>As for User ID and Password, do you use <a href=
"http://www.chase.com">www.chase.com</a> website to login to your
accounts? If so, after doing the above, try using Bank One or
Chase.</p></div>james ftag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-29T17:59:06Z2009-07-29T17:59:08ZConnecting to Chase Bank accounts<div><p>I am having the same problem with my Wells Fargo accounts.</p></div>Bryanttag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-29T19:25:34Z2009-07-29T19:25:34ZConnecting to Chase Bank accounts<div><p>Bryant,<br>
Your Wells Fargo post deserves it's own Posting so as that those
using MD and Wells Fargo may help you. Just a thought.</p></div>james ftag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-30T03:07:15Z2009-07-30T03:07:16ZConnecting to Chase Bank accounts<div><p>James,</p>
<p>Yes I have used the user id and password that I use to login to
<a href="http://www.chase.com">www.chase.com</a>. I have added the
account number and routing number as you have suggested and I still
run into the same problem. Any other suggestions? Do need to call
the bank?</p>
<p>I don't understand why this would work for quicken, but not for
MD.</p>
<p>I have tried Chase, Bank One, and JP Morgan Chase Texas (i think
this the correct financial institution because the other accounts
give me a server error 2000 and this one just tells me the username
and/or password is incorrect).</p>
<p>Any other help would be appreciated. This program is no good to
me if I can't download my bank account information.</p></div>Jason G.tag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-30T05:15:52Z2009-07-30T05:15:52ZConnecting to Chase Bank accounts<div><p>Log into your account on <a href=
"http://www.Chase.com">www.Chase.com</a> , click on Customer
Center, go to Checking/Savings Account Services, click on Financial
Management Software, see if it says "Direct Access Activated". If
not, click on it to activate it. If so, I won't know what to do
after that. except call in the Masters of MD.</p></div>james ftag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-30T11:57:30Z2009-07-30T11:57:33ZConnecting to Chase Bank accounts<div><p>I have the exact same problem described by Jason trying to
connect to Chase bank. I also have no issue with the connection
when using Quicken. My online connection to PNC Bank (my primary
bank) works fine.<br>
Connecting to "Chase" produces a server error 2000<br>
Connection to "Chase Manhattan Bank" produces customer ID or PIN
not valid</p></div>jccorbitag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-30T15:45:29Z2009-07-30T15:45:29ZConnecting to Chase Bank accounts<div><p>As a general rule, if there is a bank connection error that says
the login/password is not valid (and you know it to be valid), then
the account in question has not been enabled for direct access
(Direct Connect).</p>
<p>It can still be possible to connect to Quicken (and thus mislead
you into thinking your account is already enabled for direct
access) in this case because in Quicken, downloads from the bank's
website (indirect access) is done internally.</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-07-30T15:48:54Z2009-07-30T15:48:54ZConnecting to Chase Bank accounts<div><p>Your password/login is also not necessarily the same as you use
to login to the website. You are connecting to different servers.
If you are having connection issues that say the password is
failing, it is reasonable to assume your account is not enabled for
direct access unless you specifically know a bank representative
enabled it for you or you checked a box to have it enabled on your
bank's website.</p>
<p>Brian</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/2770922009-08-01T21:38:16Z2009-08-01T21:38:20ZConnecting to Chase Bank accounts<div><p>From discussion with Chase it appears that in order to download
transactions using direct connect you have to pay an additional
$9.95. It appears that Quicken only uses a web connect instead of a
direct connect....which is free.</p>
<p>So, at least right now the reason I can't connect is that I
don't pay the additional $9.95 per month.</p>
<p>The work around that I have found is to the download the Quicken
.QFX file from Chase (no charge) and then use the import OFX
function. It's a pretty cumbersome (4 accounts) and inconvient, but
it works...when Safari will download the file.</p></div>Jason G.