trying to download transactions from my chase account

tracy hollister's Avatar

tracy hollister

02 Apr, 2019 06:42 PM

i get an eror saying my acccount and pwd/pin is invalid. i called chase and they said nothing is wrong on their end. how do i set up?

  1. 1 Posted by -Kevin N. on 02 Apr, 2019 07:07 PM

    -Kevin N.'s Avatar

    Hi Tracy,

    I'm a Chase Visa client.

    Can you confirm that you've activated your Chase account for 'Desktop Apps'?

    The option to do so is somewhat hidden on the Chase website. If you need help locating it, let me know and I'll try to point you in the right direction.

    Once you've activated your account for desktop apps, try connecting to Chase via Moneydance. You may then receive an email from Chase requiring that you verify your identity. The email will explain how to do so.

    After verifying your identity, you should then be able to connect to Chase via Moneydance.

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

  2. System closed this discussion on 02 Jul, 2019 07:10 PM.

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