Quicken integration with JP Morgan Chase

Integration with JP Morgan Chase Bank and Investments just doesn't work and causes more problems. Downloading transactions always leaves the cash balance in my investment accounts requiring manual intervention. A few months ago I started from scratch after repeatedly losing the ability to maintain more than one account from JP Morgan Chase -- the infamous renaming of all accounts to N/A.



  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    Did you want help to troubleshoot your issues?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Quicken_NatalieQuicken_Natalie Moderator mod
    Hello gary.bicycles,

    Thank you for taking the time to bring this issue to the community, and I apologize for any frustration you have experienced.

    What version/release of Quicken are you currently using? Are there any other issues that occur after downloading transactions from JP Morgan Chase, or is it specific to just the discrepancy in the cash balance?

    Let us know!

    -Quicken Natalie
    -Quicken Natalie 
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