More Chase OFX DirectConnect issues

Matt Kowske jmk at cmail.nu
Fri Mar 10 11:27:09 EST 2017


Just to close the loop on this. I did call and talk to Chase they 
confirmed that business accounts cost $9.95/month for this service, but 
personal accounts are free and that is why it is not working.

There is an option to combine your personal and business accounts into 
one web login -- but if you do this then they will ALL Be charged at the 
$9.95/month, so not recommended.

On 03/08/2017 09:05 AM, Matt Kowske wrote:
> I suppose that could be, but if I was being denied auth because I 
> haven't paid for the service I can't imagine they would let me click 
> the link in the secure message and give me a pin and tell me that my 
> PFM software should be able to connect now. Maybe I'll try giving them 
> a call.
>
> On 03/07/2017 03:57 PM, David Reiser wrote:
>>> On Mar 7, 2017, at 12:39 PM, jmk <jmk at cmail.nu> wrote:
>>>
>>> Hi all,
>>>
>>> I have several Chase credit card accounts setup and working 
>>> perfectly by following the guide on the wiki:
>>>
>>> http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_GnuCash_2#Known_Problems 
>>>
>>>
>>> i.e. generating a uuid, getting a email in your secure inbox, 
>>> verifying the id, etc..
>>>
>>> I just setup a new Chase business checking account and this method 
>>> isn't working for me anymore. I go through all the steps and get a 
>>> PIN assigned and then try to retrieve the account list with 
>>> AqBanking and get this error in the ofx log:
>>>
>>> <OFX><SIGNONMSGSRSV1><SONRS><STATUS><CODE>2000<SEVERITY>ERROR<MESSAGE>USER 
>>> NOT AUTHORIZED TO ACCESS THE SYSTEM WITH THIS 
>>> APPLICATION</STATUS><DTSERVER>20170307121500.524[-5:EST]<LANGUAGE>ENG<FI><ORG>B1<FID>10898</FI></SONRS></SIGNONMSGSRSV1><SIGNUPMSGSRSV1><ACCTINFOTRNRS><TRNUID>20170307111454.000<STATUS><CODE>15500<SEVERITY>ERROR</STATUS><CLTCOOKIE>1</ACCTINFOTRNRS></SIGNUPMSGSRSV1></OFX>
>>>
>>> I've tried with a couple different UUID's ... with and without the 
>>> hyphens (btw the hyphens work fine with my other Chase accounts).
>>>
>>> Maybe I am supposed to be using the other (JP Morgan Chase) option 
>>> as suggested in an earlier discussion? 
>>> (https://lists.gnucash.org/pipermail/gnucash-user/2016-January/063510.html). 
>>> I've tried this too and get invalid user/password errors. Howdy 
>>> Doody, could you share your aqbanking setup for your chase account?
>>>
>>> Does the above approach only work for credit cards or business 
>>> accounts too?
>>> _______________________________________________
>>
>> The Chase web site indicates you have to pay $9.95/month for access 
>> to DirectConnect downloads from a business account unless you have 
>> their most expensive business checking, or a private banking 
>> relationship with Chase.
>>
>> They do say that you can access both personal and business data from 
>> one online account, but it appears they really do guard their fees 
>> for checking accounts. I believe there is a monthly charge for 
>> personal checking data via DirectConnect, too. But I have never had a 
>> checking account at Chase.
>>
>> Dave
>> -- 
>> Dave Reiser
>> dbreiser at icloud.com
>>
>>
>>
>>
>
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