![]() ![]() Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. "As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. This is using OFX 1.02, but Chase is now at 2.2 ReferencesĪs HLE indicates, Chase has killed OFX/DirectConnect as of late Sept./early Oct. You can also use GnuCash to see other promising settings. More is possible through OFX, it's a complicated standard. Many thanks to Harry Sit for doing most of the work!! Make the OFX request again, and you should receive your transactions! This response and verification happens with each new Client UID you submit. Using your desktop computer, go to your bank's website and visit the Secure Message Center for instructions." After a small delay (in minutes), you will receive a message in your Secure Message Center asking to confirm that you made this request. "Please verify your identity within the next 7 days. Comments begin with a # sign, do not include them. ![]() Use ofx-ba-tfb.py to POST the following to. Chase will use this to verify that the OFX requests it's receiving are intended. Set up your account to accept connections from Desktop appsĪccount > Profile & Settings > Manage Account Security > Desktop apps > Click enable But you're still reading, so let's do this! Solution Obviously this solution is completely at the mercy of Chase's whims, and as a discouraged access pattern this is not robust. That being said, support for desktop products like Quicken still exists, and so one method is to spoof yourself as a desktop product (the other options are to use a third party service or use a screen scraper). It does so somewhat reluctantly however, as this fact isn't widely advertised nor well documented - banks would rather have you use their products directly, rather than go to third parties. Chase uses OFX to support programmatic interactions with its financial data. ![]()
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