My Accounts > Account Activity > Select Download Method
     
   
Select Download Method  Help with this page
 
 
    
   
Choose how to download your activity — There are two ways you can see your account information in your personal financial management (PFM) software (e.g. Microsoft® Money, Quicken®, QuickBooks®, etc). Please select the method you prefer.

Attention Quicken users:
Quicken allows you to automatically download all of your available Chase accounts without having to 'Activate' the Chase Direct Connect Service. You will be asked to provide your Chase Online User ID and Password within your Quicken software to update. To learn more about the Express Web Connect download, visit Quicken.comThird party site disclaimer and search for "Express Web Connect".
 

Select Download Method

  
 
At no charge, you can download your account activity to a file on your desktop, then import it into your PFM software. Note: the OFX file format is recommended for Microsoft Money, Quicken or Quickbooks, version 2005 or newer.
 
Designed for those who use PFM software to retrieve account information and pay bills directly from the software. You'll be able to retrieve the activity for most of your Chase accounts at one time. We may charge a fee for this service depending on your account type. Read the Additional Banking Services and Fees Link to more information in a new browser window. for details.
 
 
 
     
 
 
 

1This fee does not apply to Private Bank, Private Client Services and Chase Commercial Online Premium Service Plan clients, and is $6.95 if Chase Premier PlatinumSM is your primary checking account.  Other terms and conditions may apply to this fee and the PFM service. For details, please review the Chase Online Service Agreement. Microsoft is a registered trademark of Microsoft Corporation. Quicken and Quickbooks are registered trademarks of Intuit, Inc.

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