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OAuth error with Chase, Chase sync no longer possible?

Open eliluong opened this issue 2 years ago • 5 comments

Hello, I am trying to add/update a Chase account via Plaid. I encountered an error: "You may need to update your app in order to connect to Chase." I have been using free plan in development environment. Is it no longer possible to connect to Chase in any way? I am reading https://plaid.com/docs/link/oauth/ and it says "In the US and Canada, OAuth requires Production access; you cannot connect to US OAuth institutions in the Development environment without having received both OAuth approval and Production approval. You can, however, test OAuth in the Sandbox environment, using Sandbox-only institutions, without needing Production approval."

On the https://dashboard.plaid.com/team/oauth-institutions there is list of steps to complete registration, but the security questionnaire goes into detail about security protocols, data encryption, etc at my "company" even though mintable only being used for personal use. So I am not sure Plaid will approve my questionnaire after I "filled" it out.

Given the above, and from what I saw in https://github.com/kevinschaich/mintable/issues/123, it sounds like getting transaction data from Chase is out of the question?

Thanks.

eliluong avatar Oct 10 '22 05:10 eliluong

Funny enough is that my company recently had to implement the new chase OAth through plaid in order to keep servicing Chase customers.

felippemr avatar Oct 12 '22 07:10 felippemr

Has anyone successfully filled out the questionnaire and gotten access?

sixcorners avatar Feb 20 '23 14:02 sixcorners

I was not able to connect to my Chase credit card account using Plaid either. I set up an alternative integration with the Teller service, which allows me to retrieve transactions from Chase.

If you're able, please try out the integration and leave any feedback in this pull request: #156

arithmetric avatar Apr 15 '23 17:04 arithmetric

Thanks, @arithmetric , I will try to take a look when I have time in the future. I gave up some time ago, and decided to let Mint and Personal Capital deal with it, and maybe fuse the data from the two myself if I ever wanted my own dashboard. I tried using Quicken, but that was confusing and did not work with everything.

eliluong avatar Apr 17 '23 20:04 eliluong

Thanks @arithmetric! I just got this setup and it was very simple, worked very easily!

When I ran fetch, the initial transactions failed due to timeout. But after I re-ran mintable fetch 3 times, it finally worked for all my accounts!

jsharf avatar Aug 09 '23 18:08 jsharf