#CHASE ONLINE MYACCOUNTS FULL#
Mint is not as full featured as either Quicken or Moneydance, so I'm playing around with your software. works like a charm with all my accounts both personal and business (go figure). Quicken has a number of quirks, so I'm playing around with your software. I'm downloading my business account info manually from the website into QuickBooks. Quicken connects to my Chase personal checking and credit card accounts, not my investment accounts (I get the same runaround with this from both Quicken and Chase). They said that I need to contact the 3rd party software vendor as this is not a Chase issue. I am only interested in connecting my personal accounts, so this does not apply. They do charge $9.95 per month for business accounts to connect. I called Chase website support and they confirmed there is no option or need to approve any software from connecting. The only option is for me to pay $9.95 to connect my business accounts for direct connect. Moneydance is not listed anywhere (nor is Quicken, which mostly works - via direct connect, I must add, and not some proprietary method I saw mentioned on your support site). I actually checked this yesterday before contacting you and today again after trying to connect yet again. While the instructions you list are not quite right, prob not updated lately, I did find the setting on the Chase website called "Desktop software".
Please let me know if you have further questions or need any assistance. You should have a message asking you to confirm your connection. If you still have trouble, you may need to perform one more verification steps. You should be able to connect from within Moneydance after that. There you'll see the link for 'Desktop apps' under the AccountSafe menu Scroll all the way to the bottom of the list.A list of items will appear on the left side.Click the head and torso icon and select 'More Settings'.Look to the upper right-hand corner of the webpage for the head and torso icon.We are sorry to hear about the problem you have encountered.Ĭhase allow you to enable Direct Connect on their website, and I have provided the steps below:
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