JPMorgan Chase Setup for OFX

[Erik Mackdanz]

Sorry in advance for an obtuse non-answer.

I'm a Chase customer, and I've not tried to connect directly, mostly
because a MS-Money-using cousin tells me he's charged $15 monthly for
the privilege.

Instead, I log into the website and download the QFX file manually, which is
free of cost.  

If you're Firefox-savvy, I've included (at bottom) a GreaseMonkey script 
which auto-fills the download form (specifically, the last two weeks of data).

Cheers,
Erik

On 13:51 Wed 11 Feb     , George L wrote:
> 
> I am enrolled for their Direct Access through the PFM service. I have tried
> unsuccessfully to download accounts using OFX. Under General I use my Chase
> Web User ID for User name, User ID and Customer ID. Country is USA. Bank ID
> is the bar code on left hand side on the bottom of my checks (I have also
> tried the number on the bottom right hand side of my checks). For OFX the
> FID is 1601, ORG is Chase Bank, Server URL is
> https://www.oasis.cfree.com/1601.ofxgp, HTTP 1.0 or 1.1.
> 
> When I Get Accounts, the program asks for my password, connects and then
> performs several activities faster than I can read them and the entire
> screen disappears without asking about a certificate. There are no readable
> error messages and no accounts are loaded. The backend is aqofxconnect. I am
> using Gnucash 2.2.8 with Windows XP.
> 
> I've talked to several people at Chase and they won't even discuss the
> possibility of using any other direct connect programs other than MS Money,
> Quicken or Quickbooks.
> 
> Am I using the correct General and OFX parameters? 
> Is there something else I'm missing?
> 
> 
> 
> 
> -- 
> View this message in context: http://www.nabble.com/JPMorgan-Chase-Setup-for-OFX-tp21965066p21965066.html
> Sent from the GnuCash - User mailing list archive at Nabble.com.
> 
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-- 
Erik M.



// ==UserScript==
// @name           ChaseDownloadFormSetter
// @namespace      http://mackdanz.net
// @description    Sets the form elements in the Chase "Download Activity" Form
// @include        https://banking.chase.com/AccountActivity/AccountActivityForm.aspx
// ==/UserScript==

var acctSelect = document.getElementById("UserAccounts");
acctSelect.selectedIndex = 1;
var formatSelect = document.getElementById("DownloadTypes");
formatSelect.selectedIndex = 1;
var rangeSelect = document.getElementById("SelectDateRange");
rangeSelect.checked = true;

document.getElementById("dateFromReq").style.visibility = "visible";
document.getElementById("dateFromReq").style.display = "inline";
document.getElementById("dateToReq").style.visibility = "visible";
document.getElementById("dateToReq").style.display = "inline";
document.getElementById("fromDateEx").style.color = "Black";
document.getElementById("toDateEx").style.color = "Black";

var from = document.getElementById("FromDate");
from.disabled = false;
var to = document.getElementById("ToDate");
to.disabled = false;
from.style.backgroundColor = "White";
to.style.backgroundColor = "White";

var now = new Date();
var twoWeeksAgo = new Date(now.valueOf() - (14*24*60*60*1000));

from.value = (twoWeeksAgo.getMonth()+1) + "/" + twoWeeksAgo.getDate() + "/" + twoWeeksAgo.getFullYear();
to.value = (now.getMonth()+1) + "/" + now.getDate() + "/" + now.getFullYear();