Chase Bank

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14 May, 2015 03:51 PM

Just to be clear:
Chase Bank supports only Quicken for Mac to send and receive banking instructions. Do I understand correctly that the Chase servers will think I am using their approved Quicken when I send info in MoneyDance? In other words, does MoneyDance mimic Quicken as far as my Chase Bank is concerned?

  1. 1 Posted by Jerome on 15 May, 2015 12:26 PM

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    Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance.

    To enable the connection with Chase you can call them at 1-877-242-7372, or go with the simpler method and use their website. First, log on to Chase's site, and click the Customer Center Tab. Click on "Financial Management Software". Select "Activate Direct Access through PFM service" and follow the prompts from there. Good luck getting set up, and if you have any other questions please don't hesitate to ask.

    Infinite Kind Support

  2. Jerome closed this discussion on 15 May, 2015 12:26 PM.

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