JP Morgan Connection Method

by **frenchhill** » Wed Oct 19, 2022 3:22 pm

Hi Mark,

Recently, JPM changed their connection method from Direct Connect and Express Web Connect to EWC+. I'm able to connect to my accounts through Quicken, but FM give me an error:

Unknown Error in Signon

General Error

My login and pwd have not changed, nor have any of my account numbers. I have 2 different logins for JPM and both receive the same error.

Thanks
Brian

by **Mark** » Wed Oct 19, 2022 4:15 pm

Hi Brian,

Yes, we're aware of this change. We are trying to get it corrected, but it will take some time. We have reached out to Chase to try and become a supported 3rd party app, but haven't been able to get a response yet. We can't access the new system until they get us signed up as a supported 3rd party app. If you (or anyone else) has an account rep at Chase and would like to help move this along, please let me know. Maybe a request from a mutual customer will help get things moving faster.

by **frenchhill** » Wed Oct 19, 2022 5:17 pm

Thanks Mark. I'll reach out to our rep and see if we can get someone to contact you.

Brian

by **frenchhill** » Mon Oct 24, 2022 8:48 am

Mark,

Who is the best person and contact method at Beiley for JPM to contact on this issue?

Thanks
Brian

by **Mark** » Mon Oct 24, 2022 11:06 am

Hi Brian,

Thanks for your help. Please have them contact me (Mark Beiley) at 480-705-0129.

by **frenchhill** » Wed Nov 09, 2022 12:04 pm

Hi Mark,

Any update on FM regaining access to JPM accounts?

Thanks
Brian

by **Mark** » Wed Nov 09, 2022 12:17 pm

Hi Brian,

I've had a meeting with your contact (Michael) and they showed us how to apply for the FDX system, which we did on 10/28/22. We haven't received any word back yet on our application. So, we are still waiting...

by **bvzastrow** » Sun Nov 13, 2022 6:13 am

I just noticed this problem while reconciling my FM Chase portfolio to the Chase website and noticing that my Sept dividends had not made it into FM! Maybe I should look at my portfolios more often :-)

Thanks for working on it, Mark.

by **bvzastrow** » Tue Dec 13, 2022 12:00 am

Hi Mark,

Any updates from JP Morgan - Chase?

by **Mark** » Tue Dec 13, 2022 9:34 am

Hi bvzastrow,

Things are moving very slowly. Thanks to Brian, we do have a contact at JP Morgan who is trying to help. We are still trying to find a Client Service Representative (CSR) who can grant us access to their new FDX system.

JP Morgan Connection Method

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