Connecting to Washington Mutual/Chase Accounts

Leslie's Avatar


12 Jul, 2009 03:32 AM

I am attempting to set up a direct connection to my "Wamu is becoming Chase" accounts and am unsure which institution to set up the connection to. Also, I receive the password reset question but I haven't received any pin that needs to be reset. If I choose to not enter in a password, I am unable to log in once I want to download transactions. Is there something I am doing wrong?

  1. 1 Posted by Brian Adler on 20 Jul, 2009 06:36 PM

    Brian Adler's Avatar


    WaMu has in the past only provided support for downloading transaction history files from their website and has not provided Direct Connection support. But Chase does provide Direct Connection support. Have you confirmed with WaMu that they now provide Direct Connection support just as Chase does? My guess is that until the WaMu website is Chase's website, they will have their own connection process. So it is necessary to first confirm that they do now support direct connections.


    Brian Adler

    Moneydance Support

  2. 2 Posted by mike on 26 Jul, 2009 09:24 PM

    mike's Avatar

    The conversion to Chase occurs on 26 Jul. After that, if you have a Chase account, it will be part of that. If you do NOT have a Chase account, one will be created for you. As an account holder in both, I am waiting until that conversion is completed before attempting any connection.


  3. 3 Posted by petey888 on 14 Sep, 2009 06:52 AM

    petey888's Avatar

    Hi Lesli,

    Have you been able to set up the connection? I'm also one of those "Wamu is becoming Chase" customer and is attempting to set up the connection. It'd really suck if Chase doesn't support OFX for the old Wamu customers. If that's the case I'm going to switch my bank accts to ING.



  4. 4 Posted by Leslie Koenig on 15 Sep, 2009 04:34 AM

    Leslie Koenig's Avatar

    I have not been able to make it work. I am unclear whether it is Chase/WAMU's problem or Moneydance.

    I too have been considering switching to ING, but am concerned about the amount of time it often takes for funds to transfer between accounts.

    Hope this helps.


    From: Peter <[email blocked]>
    To: [email blocked]
    Sent: Sunday, September 13, 2009 11:52:48 PM
    Subject: Re: Connecting to Washington Mutual/Chase Accounts [Financial Institution Direct Connection support requests]

  5. 5 Posted by Angie Rauscher on 17 Sep, 2009 02:03 AM

    Angie Rauscher's Avatar

    Most financial institutions will require you to enable your accounts for application-based online banking. If you have your financial institution set up your account as if you were using Quicken 2008 for Windows then it should also work with Moneydance since they use the same protocol. This is sometimes necessary as many banks don't yet recognize Moneydance or know how to deal with it. Keep in mind that 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.

    1) select the account in Moneydance
    2) click the Online->Setup Online Banking button/menu 3) click the "New Connection" button and select your bank from the list of banks 4) click the "Next" button to select the account in Moneydance that should be connected (from step #1) 5) The next step depends on the configuration of your bank's service, but I believe you will be asked to enter your routing number and account number, which should have been provided to you by your bank.

    Please note that ING does not support direct OFX connections, however ING allows you to download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  6. 6 Posted by petey888 on 02 Jan, 2010 08:39 PM

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    I just found out that Chase does allow for QFX connection, but they charge $9.95/month and there maybe additional charges for bill pay. Simply not worth it.


  7. 7 Posted by mike on 03 Jan, 2010 12:30 PM

    mike's Avatar

    On 01/02/10 2:40 PM, petey888 wrote:
    That depends on your account type. The one I have includes all online
    banking fees.

  8. Raimund Buchholz closed this discussion on 19 Apr, 2010 11:28 PM.

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