Unable to logon to Chase account

Anders Vernblom's Avatar

Anders Vernblom

13 Jul, 2019 08:46 PM

Hello,
 I just purchased a license and was hoping to switch from quicken. Unfortunately, The first attempt to connect to my bak failed. Any suggestions?

There was an error communicating with your financial institution. The details of this error are below.

Bank Name: Chase

The error code reported by the server was: 2000

Please verify your identity within the next 7 days. Using your desktop computer, go to your bank�s website and visit the Secure Message Center for instructions.

  1. 1 Posted by -Kevin N. on 13 Jul, 2019 11:16 PM

    -Kevin N.'s Avatar

    Hi Anders,

    Q. Have you authorized your account at Chase for access by Desktop Apps?
    You do so on the Chase website.
    Q. Did you verify your identity through the Secure Message Center on the Chase website?

    I am a Chase Visa client. I can verify that Moneydance does indeed connect to Chase's OFX servers.

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

  2. 2 Posted by Anders Vernblom on 14 Jul, 2019 12:02 AM

    Anders Vernblom's Avatar

    Hello Kevin,
    Thank you for the quick response.
    Another try and it sort of worked. However, chase warned that the browser
    used will stop working soon :-(

  3. 3 Posted by -Kevin N. on 14 Jul, 2019 12:19 AM

    -Kevin N.'s Avatar

    Hi Anders,

    Using direct-connect to Chase has no interaction with a browser so I'm a little perplexed by the 'warning'.

    Can you confirm that you have followed the instructions to set up online banking in Moneydance? Specifically, Direct Connect and Automatic Downloads.
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    Once Online Banking is set up in Moneydance navigate to your Chase account.
    From the Moneydance menu bar, go to 'Online'.
    From the 'Online' menu select either 'Download All Accounts' key combo (CTRL-SHIFT-D)
    Or
    'Download your Chase account'. key combo (CTRL-D).

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

  4. 4 Posted by Anders Vernblom on 14 Jul, 2019 12:36 AM

    Anders Vernblom's Avatar

    That's what I did. In addition, one have to plug in the web address in the
    account window. I used www.chase.com.
    It still doesn't like me :-(
    I will continue tomorrow
    /Anders

  5. System closed this discussion on 13 Oct, 2019 12:40 AM.

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