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GlobalMind
July 6, 2022
Question

Connect to Chase bank feed - 4 digit password?

  • July 6, 2022
  • 1 reply
  • 0 views

Hi there.

 

So I have an existing business in QBD which I've had for 12 or so years...bank with Chase and the feed works fine, it asks for my "PIN/Password" when I connect, I give it the website password (20+ char long) and there we go.

 

Now I have a new business venture I am starting up. Just like my other one it's a single member LLC but this one won't likely get the S-Corp status...anyway, I have created a new company in QBD, no biggie all good.

 

Go to set up the bank feed, pick JP Morgan Chase, and it wants "social security number" ugh I guess that's because of the LLC single member thing but nope I have an EIN for it, just like the other business...should take that since that is how the bank account is set up. Then it asks for "PIN", which I enter again the website password. Yes Chase has both of the accounts under one login. 

 

Next it pops up and says that Chase says I have to change the PIN/Password...ok, I kinda doubt that but whatever...next window it presents literally will only allow 4 characters in the fields. While that can be a PIN like an ATM card pin (which doesn't work) it says "PIN/Password" and well, nah you won't find me with a 4 digit password.

 

So what the heck here? How is this supposed to work? Entering this info fails every time. Cannot find a combo of user ID etc that it will accept. 

 

I know it's been awhile since I set one of these up but I'd think it should be asking me for the website ID/Pwd not some 4 digit PIN. 

 

The only PIN anywhere for Chase is the ATM pin and the code I use for calling in, and the ATM pin is the only one which is 4 digits, which doesn't work either.

 

And yes it's enabled for connecting via desktop apps, checked that already. This clearly works for the other account, and it's adding this one where it's all wonky.

 

Looking for ideas here...thx.

1 reply

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Pete_Mc
July 6, 2022

Are you really logged into Chase and did you have them setup your account for Online Access? 

 

I've used Chase for years, when you go to do a Bank Feed it asks for you PASSWORD not the PIN you use at the ATM.  So I don't know why they'd ask for that in the Setup.  I can see them asking for the last four or something on the SS/EIN to make sure you are you.  I'd suggest you call them and walk though the setup with them. 

 

BE SURE TO GET THE PHONE NUMBER OFF OF A CHASE STATEMENT!!  Don't take a number from anyone here or the first one you find on the Web.  If you don't have a statement yet, call your branch (if you have a card from who helped you) or drop by to get the Online Tech Support number.

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GlobalMindAuthor
July 6, 2022

Yep. Like I said it works for the account I have on my other company file.

 

Going up to banking > set up bank feeds.... Then in there select JPM Chase within QBD. It asks for SSN and

"JP Morgan Chase PIN".  The interface is indeed pretty dated even for QBD 2020. 

 

This field at least lets you put the EIN in there and the full password...so the field isn't character limited there. But afterwards it says "have to change PIN/Password" and the next presented screen has only picked up 4 characters and only allows 4 characters for "PIN/Password".

 

And yea I have checked w Chase and the account is set up for online access.

 

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