Chase Banking

Question

Chase Banking

sahlhoff opened this issue 12 years ago · comments

Chad Sahlhoff commented 12 years ago

Can anyone confirm Chase Banking?

I am getting an error reply response:

https://gist.github.com/4449695

and this is my bank info:

https://gist.github.com/4449704

Chad Sahlhoff · Answer 1 · Sat Jan 05 2013 03:08:55 GMT+0800 (China Standard Time)

Chase Banking does not support OFX direct connection. Only with intuit.

Christian Sullivan · Answer 2 · Sat Jan 05 2013 03:23:23 GMT+0800 (China Standard Time)

@sahlhoff chase does allow for ofx but you have to enable it online and pay a monthly fee for it. Its that same place that enables it for intuit since they are using ofx as well.

Chad Sahlhoff · Answer 3 · Sat Jan 05 2013 04:19:41 GMT+0800 (China Standard Time)

@euforic I did enable ofx and paid the monthly fee. I have talked to chase and they only allow intuit software to connect. Unless anyone knows a work around this??

Christian Sullivan · Answer 4 · Sat Jan 19 2013 02:56:57 GMT+0800 (China Standard Time)

@sahlhoff the person you spoke with at chase was incorrect. I am actually currently pulling data from case. I just had to enable ofx direct connect in my chase account and then then it works. The banks ofx api endpoint determines what type of software you are via the request param.

Andy Thornton · Answer 5 · Sun Jan 27 2013 02:53:55 GMT+0800 (China Standard Time)

@euforic Are you pulling data for a Chase Checking Account as well? I am having the same error as @sahlhoff. I too have direct connect enabled. Was the enabling instant for you?

Philip Thrasher · Answer 6 · Sun Feb 17 2013 03:42:04 GMT+0800 (China Standard Time)

@sahlhoff You're using the incorrect credentials... Some OFX endpoints require you to use your username and your pin -- chase seems to prefer online username and online password.

Danny Bullis · Answer 7 · Sun Mar 24 2013 12:03:32 GMT+0800 (China Standard Time)

I'm getting the same error....using the same username and password that I use when I login to chase.com. Error 15500, which from this site, states is either:

incorrect username / password
you haven't set up direct access through the bank.

I think it's maybe something on the bank end, but I'll find out when they call back!

Danny Bullis · Answer 8 · Sun Mar 24 2013 12:34:47 GMT+0800 (China Standard Time)

euforic, I see you're using the parameters for Chase (credit), and sahlhoff is using the parameters for JP Morgan Chase...

// JP Morgan Chase
var bankInfo = {
    fid: 1601
  , fidorg: 'Chase Bank'
  , url: 'https://www.oasis.cfree.com/1601.ofxgp'
  , bankid: [routedid]
  , user: '[user]'
  , pass: '[pass]'
  , accid: [id]
  , acctype: 'CHECKING'
  , date_start: 20121025 
  , date_end: 20121231 
};

// Chase (credit)
var bankInfo = {
    fid: 10898
  , fidorg: 'B1'
  , url: 'https://yourBanksOfxApiURL.com'
  , bankid: 0123456 
  , user: username
  , pass: password
  , accid: 0123456789
  , acctype: 'CHECKING'
  , date_start: 20010125 
  , date_end: 20110125 
};

when I use https://www.oasis.cfree.com/1601.ofxgp, I get the 15500 error, but when I use https://ofx.chase.com (I've tried with a trailing slash too), I get:

[ERROR] TypeError
TypeError: Cannot read property 'headers' of undefined
    at Request.exports.getStatement [as _callback] (/Users/dannybullis/Sites/cog_finance/node_modules/banking/lib/banking.js:152:10)
    at Request.init.self.callback (/Users/dannybullis/Sites/cog_finance/node_modules/banking/node_modules/request/main.js:122:22)
    at Request.EventEmitter.emit (events.js:96:17)
    at ClientRequest.Request.init.self.clientErrorHandler (/Users/dannybullis/Sites/cog_finance/node_modules/banking/node_modules/request/main.js:225:10)
    at ClientRequest.EventEmitter.emit (events.js:96:17)
    at CleartextStream.socketErrorListener (http.js:1449:9)
    at CleartextStream.EventEmitter.emit (events.js:96:17)
    at SecurePair.exports.connect.cleartext._controlReleased (tls.js:1316:15)
    at SecurePair.EventEmitter.emit (events.js:96:17)
    at SecurePair.error (tls.js:970:10)
[ERROR] TypeError
TypeError: Cannot read property 'headers' of undefined
    at Request.exports.getStatement [as _callback] (/Users/dannybullis/Sites/cog_finance/node_modules/banking/lib/banking.js:152:10)
    at Request.init.self.callback (/Users/dannybullis/Sites/cog_finance/node_modules/banking/node_modules/request/main.js:122:22)
    at Request.EventEmitter.emit (events.js:96:17)
    at ClientRequest.Request.init.self.clientErrorHandler (/Users/dannybullis/Sites/cog_finance/node_modules/banking/node_modules/request/main.js:225:10)
    at ClientRequest.EventEmitter.emit (events.js:96:17)
    at CleartextStream.socketCloseListener (http.js:1424:9)
    at CleartextStream.EventEmitter.emit (events.js:126:20)
    at SecurePair.destroy (tls.js:956:22)
    at process.startup.processNextTick.process._tickCallback (node.js:244:9)

What gives? Can you tell us what url you are using to get your request to Chase bank working?

Christian Sullivan · Answer 9 · Thu Apr 18 2013 09:57:01 GMT+0800 (China Standard Time)

@theBull the fid should be your banks routing number I think.

Michael Dillon · Answer 10 · Sat Jul 06 2013 04:50:13 GMT+0800 (China Standard Time)

Has anyone had any luck accessing Chase checking account? I'm using the settings for JP Morgan Chase but I'm not getting anything but 1550 errors.

Does it take awhile after enabling the Direct Access via Chase website for it to become available?
Does Chase expect me to be using my username/password from the website or is there a seperate username/password for direct access?

Really frustrating, any help would be appreciated.

Chad Sahlhoff · Answer 11 · Sat Jul 06 2013 05:35:06 GMT+0800 (China Standard Time)

I have given up on Chase integration. I believe others have as well.

Michael Dillon · Answer 12 · Sat Aug 10 2013 03:14:11 GMT+0800 (China Standard Time)

No matter what I did couldn't get my info out of chase either. I started pulling it from their mobile site. They use a one page app and expose an 'api' to drive it. You have to log into the website and do the 2 part auth, and then use the cookie that gives your machine.

https://github.com/Grummle/chase-bank

Dan VerWeire · Answer 13 · Fri Nov 15 2013 04:09:46 GMT+0800 (China Standard Time)

@theBull, I was just playing with this and hit your headers error. The actual problem is an underlying ssl issue (see: request/request#530 (comment)).

Ultimately did not get me the data I needed, but solved that issue.

Danny Bullis · Answer 14 · Tue Nov 26 2013 11:35:30 GMT+0800 (China Standard Time)

Sweet, finally had success :]

FYI, I had to use the data for Chase (credit card). See here for more details:
http://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings

I used the same username / password that I used when logging into chase online. I also have Direct Access Activated in Chase ($10/mo, but worth it to me).

Thanks euforic & everyone else for being diligent in this. Cheers.

Alchema Labs · Answer 15 · Thu Jan 22 2015 05:03:07 GMT+0800 (China Standard Time)

FYI Chase total checking doesn't work with JPMorgan Chase bank. It works with Chase (credit card) and NYC routing number:

fid: 10898,
fidOrg: 'B1',
accType: 'CHECKING',
accId: ‘123456789',
bankId: '021000021',
user: ‘username',
password: ’s3cret',
url: 'https://ofx.chase.com'

thekingofspain · Answer 16 · Mon Mar 30 2015 02:54:07 GMT+0800 (China Standard Time)

I was able to download from chase with alchemaLabs info with one tweak.

The bankId is your checking accounts routing number, and mine was not 021000021, but rather 071000013.

Here is my config entry:

<site>
     SiteName : CHASE 
     AcctType : BASTMT
        fiorg : B1
          url : https://ofx.chase.com
          fid : 10898
       bankid : 071000013
     brokerid : 
        appid : 
       appver : 
  mininterval : 
</site>

Note to get the propery account and routing information there is link on the chase credit card site:

See routing/account numbers
that maps to javascript:openSecureWin('https://banking.chase.com/selfservice/RouteInfo.aspx?AI=')

Danny Bullis · Answer 17 · Tue May 26 2015 10:18:39 GMT+0800 (China Standard Time)

FYI, I think Chase only supports statement download, even though the OFX spec has a LOT more functionality available. Just in case anyone gets caught up in hours of pointless labor trying to do anything otherwise.

Thomas Weng · Answer 18 · Sun Nov 15 2015 05:33:31 GMT+0800 (China Standard Time)

@Grummle Your project has a deprecation notice in the Readme saying that Banking.js now works with Chase. Is this only the case if you pay the $10/mo. direct connection fee, or does Banking.js work without paying? If I still need to pay the fee, I'd rather scrape the mobile page.

Edit: The disclaimer on the Chase webpage where you activate the direct connection says that the fee only applies to Business Banking and Commercial clients. I don't think I fall into those categories, so I activated it and will see if they charge me. If anyone has better information, please share!

Michael Dillon · Answer 19 · Wed Nov 18 2015 23:53:34 GMT+0800 (China Standard Time)

I believe you have to pay in order for banking.js to work. If seriously
suggest taking a look at https://plaid.com/

I was able to get ahold of chase banking info really quickly even when my
app is sandboxed.

On Sat, Nov 14, 2015 at 3:33 PM Thomas Weng notifications@github.com
wrote:

@Grummle https://github.com/Grummle Your project has a deprecation
notice in the Readme saying that Banking.js now works with Chase. Is this
only the case if you pay the $10/mo. direct connection fee, or does
Banking.js work without paying? If I still need to pay the fee, I'd rather
scrape the mobile page.

—
Reply to this email directly or view it on GitHub
#9 (comment).

Mladen Markov · Answer 20 · Mon Jan 04 2016 17:22:01 GMT+0800 (China Standard Time)

@Grummle but you still have to enable Chase Direct Access (and pay $10/mo) when you use plaid.com, right?

Michael Dillon · Answer 21 · Tue Jan 05 2016 21:20:57 GMT+0800 (China Standard Time)

That I'm unsure of, but I don't think so. Give it a try and let us know!

Mladen Markov · Answer 22 · Tue Jan 05 2016 22:42:35 GMT+0800 (China Standard Time)

I did try it out and it doesn't need Chase Direct Access to be enabled. My Plaid account is still in Pending state but I am able to access my Chase accounts.

Michael Dillon · Answer 23 · Tue Jan 05 2016 23:39:52 GMT+0800 (China Standard Time)

Plain has been very reliable for me, I pull my balance info and text it
every morning.I'm sure I'm probably not using it as intended but I'm also
playing with it for some side stuff.

On Tue, Jan 5, 2016 at 8:42 AM Mladen Markov notifications@github.com
wrote:

I did try it out and it doesn't need Chase Direct Access to be enabled. My
Plaid account is still in Pending state but I am able to access my Chase
accounts.

—
Reply to this email directly or view it on GitHub
#9 (comment).