Re: Chase (credit card)

Are you using a CLIENTUUID?  Have you tried identifying as a different client or different year?  (I wouldn't think it should matter, but little with this stuff ends up making much sense.)

Re: Chase (credit card)

OK I just set this up.

First: log into the website, and in your account profile under "Security" or "AccountSafe (sm)" select "desktop apps".  Click to enable Quicken.

Then make an OFX connection.  It looks like they're not supporting OFXv1 anymore, but will take any version of OFXv2.  I used ORG="B1" (Jamie Dimon doesn't forget his roots) and FID="10898", which worked.

The website tells you that they only support the current version of Quicken and the previous one (a little kickback from INTU I suppose), so you'll need to set APPID/APPVER accordingly... QWIN 2700 worked for me.  You need to set CLIENTUID, as noted in the profile (and previous comments upthread).

Upon first connection, the SONRS STATUS tells you need to verify your identity within 7 days.  To do this, log back into Chase website and choose "Secure Messages" (currently located under that mobile-friendly hamburger), where something about "Activate Quicken" will be waiting.  Click the link; they'll want you to type in a security code they send to text/email as a 2nd auth factor.  The process notified me of some sort of "Prefilled identification code", which I didn't use for anything... it didn't to billed in as an AUTHTOKEN, for instance.

After that you should be good to go.  I was able to download both bank and credit card data (using the ABA routing number for BANKID, per usual).

This is for personal accounts.  For business accounts, they want $9.95/mo to authorize the service instead of clicking "download transactions".