Can you please provide assistance with the Chase Upgrade?

Chamm2018

We have been using Chase Direct Connect OFX to import our credit card information.  I have tried several times to upgrade our connection, however, I keep getting the following message.

" It looks like you can't grant this app access to your account.  If you have questions about your account access, please call us at 1-877-242-7372.

We have called this number and talked to at least 5 different peoples and they have referred un back to you.  Please help.

Jason Li

Hi @Chamm2018 - welcome to the Community!

We've recently upgraded our Chase card connection with a new API to provide a more reliable connection for our users! Previously users have had to enable a direct connection or had a business checking. That is no longer the case!

When re-establishing your Chase connection, please choose the "Chase (New and Upgraded)" option.

Before deleting your old connection, please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

For more details, please check out our Community posts- 

• Update your Chase card connection now!  
• Updating your Chase and Wells Fargo connections - don't worry if you missed the date!