Setting up Online Banking

Eric Coolbaugh's Avatar

Eric Coolbaugh

24 Dec, 2019 05:53 PM

Hi
Only found "Chase" and "Chase Investments New" in banking list.
I tried to log into both but neither accepted credentials.

I bank with "JP Morgan Chase, N.A."

I'm new to MoneyDance so not sure I have it right?
I put routing and account info in Account definition.
Thanks for your help

  1. 1 Posted by -Kevin N. on 24 Dec, 2019 06:48 PM

    -Kevin N.'s Avatar

    Hi Eric,

    Take a look at this post for some insights into the particulars of connecting to Chase.
    https://infinitekind.tenderapp.com/discussions/online-banking/14815...

    -Kevin N. (not a member of MD support)

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