tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/13549-download-chase-brokerage-transactionsInfinite Kind: Discussion 2019-09-19T20:10:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/473718092019-06-20T20:07:07Z2019-06-20T20:11:48Zdownload Chase Brokerage transactions<div><p>HI Mandy,</p>
<p>There looks to be two different direct-connect options for Chase Investments.<br>
<a href="https://infinitekind.com/fi">https://infinitekind.com/fi</a><br>
(see screenshot)</p>
<p>Have you tried both of the options?<br>
Can you confirm that you've followed the instructions on setting up direct-connect?<br>
<a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay</a><br>
(Specifically Automatic Downloads & Direct Connect)</p>
<p>I am a Chase Visa client. In order to get direct-connect to work with Chase Visa I had to authorize my account(s) for Desktop Apps on the Chase website. There was also a requirement to verify my identity. I was sent an email with instructions on how to do so after attempting to connect to Chase using Moneydance.</p>
<p>I don't know if these same steps are required for Chase Investments but it might be something to look into.</p>
<p>You are correct, CSV, Excel and TXT files can <em>not</em> be imported into Moneydance's Investment type accounts due to the ''Split" nature of such transactions. Those file types can only be imported into Bank and Credit Card type accounts.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.