Connecting to Chase using Direct Connect

JamesbrugnerJamesbrugner Posts: 1Expensify Customer Expensify Newcomer
edited December 2018 in Day to Day

Why is Chase listed as a bank import option if they haven't agreed to allow you to connect?

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 1,919 Expensify Success Coach
    edited December 2018 Accepted Answer

    Hi @Jamesbrugner -- Chase requires that you enable Direct Connect on their end before connecting to financial management software like Expensify.

    Additionally, if you have a business card account, you must have a Business Checking account with Chase in order to be eligible for Direct Connect.

    Check out this Expensify Community post for more details about the Chase connection, as well as troubleshooting steps that you can follow to determine the appropriate action to take to fix your credit card connection in Expensify!

    Cheers!

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