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Changing Financial Institution on Accounts

 

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Subject Author Date
Changing Financial Institution on Accounts Dick 07-01-2006
Posted by Dick on July 1, 2006, 3:42 pm
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I have a credit card account set up in Q2004 it currently has First Card as
the financial Institution. The card has changed to Chase. I can't download
transaction from the bank anymore since it changed. How do I change the
Institution in the account details, it is currently grayed out? I believe
this will fix my download problems.



Posted by John Pollard on July 1, 2006, 4:33 pm
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>I have a credit card account set up in Q2004 it currently has
>First Card as the financial Institution. The card has changed
>to Chase. I can't download transaction from the bank anymore
>since it changed. How do I change the Institution in the
>account details, it is currently grayed out? I believe this
>will fix my download problems.

Deactivate the account for transaction download. Make your
account changes. Then, if Chase offers Direct downloads (One
Step Update downloads), Activate the account for transaction
download.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Dick on July 2, 2006, 2:37 pm
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John,
Thanks for your suggestion it worked fine I can now download from
Chase be either using the download in the register or the download from the
Chase web Site. I am now in a quandary as to how to set up the Chase account
in the One Step Update.
>>I have a credit card account set up in Q2004 it currently has First Card
>>as the financial Institution. The card has changed to Chase. I can't
>>download transaction from the bank anymore since it changed. How do I
>>change the Institution in the account details, it is currently grayed out?
>>I believe this will fix my download problems.
>
> Deactivate the account for transaction download. Make your account
> changes. Then, if Chase offers Direct downloads (One Step Update
> downloads), Activate the account for transaction download.
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



Posted by John Pollard on July 2, 2006, 2:53 pm
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> Thanks for your suggestion it worked fine I can now
> download from Chase be either using the download in the
> register or the download from the Chase web Site.

When you initiate a download from the fi's web site, it is
always a web-connect download; but when you initiate a download
from the Download Transactions button in the account register,
it will download using the method the account is setup for,
which could be One Step Update.

> I am now in a quandary as to how to set up the Chase account
> in the One Step Update.

As Bob Wang mentioned in his post, it's possible that you will
have to contact Chase to get this setup; I have setup two
different cc accounts for download from Chase, but I don't
remember the details.

It sounds like you have the account currently setup to do
web-connect downloads, and that will probably stop you from
being able to do Direct downloads (the reverse is not true).
Open the Online Center, select the account in the Financial
Institution drop down, the click Options and uncheck "Download
this account using Web Connect".

Then I would Deactivate the account for transaction download
again. and reActivate it. During the Activate process, if you
are taken to the Chase web site, and you initiate a download
there, you will probably just end up with the account setup for
web connect downloads again ... so I would not do that. If the
Activate process works correctly, you should *not* have to
initiate the download by clicking a button at the web site.
Either during the Activate process or after, you should have to
enter your Chase "pin" in the pin vault. That pin may, or may
not, be the same as your password to logon to the Chase web
site. You also may be asked for your user-name (or user-id)
during the Activate process.

If you do not see Chase listed as a Financial Institution in
your One Step Update dialog after the Activate process, you have
not gotten it setup for Direct download and you should probably
check with Chase.


--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Dick on July 3, 2006, 2:12 pm
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John,
Unchecking the download using Web Connect solved my problem. Thanks
again for your help. It's nice to know that there are people like you out
there to help us. Thanks.....


>
>> Thanks for your suggestion it worked fine I can now download from
>> Chase be either using the download in the register or the download from
>> the Chase web Site.
>
> When you initiate a download from the fi's web site, it is always a
> web-connect download; but when you initiate a download from the Download
> Transactions button in the account register, it will download using the
> method the account is setup for, which could be One Step Update.
>
>> I am now in a quandary as to how to set up the Chase account in the One
>> Step Update.
>
> As Bob Wang mentioned in his post, it's possible that you will have to
> contact Chase to get this setup; I have setup two different cc accounts
> for download from Chase, but I don't remember the details.
>
> It sounds like you have the account currently setup to do web-connect
> downloads, and that will probably stop you from being able to do Direct
> downloads (the reverse is not true). Open the Online Center, select the
> account in the Financial Institution drop down, the click Options and
> uncheck "Download this account using Web Connect".
>
> Then I would Deactivate the account for transaction download again. and
> reActivate it. During the Activate process, if you are taken to the Chase
> web site, and you initiate a download there, you will probably just end up
> with the account setup for web connect downloads again ... so I would not
> do that. If the Activate process works correctly, you should *not* have
> to initiate the download by clicking a button at the web site. Either
> during the Activate process or after, you should have to enter your Chase
> "pin" in the pin vault. That pin may, or may not, be the same as your
> password to logon to the Chase web site. You also may be asked for your
> user-name (or user-id) during the Activate process.
>
> If you do not see Chase listed as a Financial Institution in your One Step
> Update dialog after the Activate process, you have not gotten it setup for
> Direct download and you should probably check with Chase.
>
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



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