NOTE: you can not use two different versions of Banktivity with Chase accounts. Once you confirm your identity on the Chase site, you can simply go back to Banktivity and choose “Sign in” again, select your account, and import your transactions. You can leave the onscreen alert in Banktivity up while you log in to your Chase account. You will also receive an email from Chase stating you have a new message in your ‘Online Inbox in the Secure Message Center’. Enter your Chase User ID and Password, then “Next”Īt this point, you will receive an onscreen alert to log in to your account on the Chase website and “confirm your identity”.Choose Direct Download/Bill Pay, then “Next”.Choose “Chase” from the supported bank list, then “Next”.Choose “Account at a bank, credit union or other financial institution, then “Next”.Choose the “+” sign to add a new account.The steps to set up Direct Download are as follows: Please note that this cannot be done using Safari. When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website.

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