Why isn't Quicken connecting with my Chase account?

snylaw79

I opened a new chase account which is connected to my other accounts with Chase. Today and yesterday I attempted to add it on multiple occassions and got the message

"quicken is having trouble connecting to chase" and "sorry it's not your fault."

My other accounts with chase are updating ok. Tried chat support yesterday but it didn't work I was in the chat room indefinitely even though it said wait time was 6 minutes, no one showed up.

Chris_QPW

Are your accounts setup for Direct Connect or Express Web Connect?

Ctrl+A will bring up the account list and the Transaction Download column should have what connection method is being used.

snylaw79

yes it is set up however when I go to my chase account preferences it says I'm linked to financial software through direct access, not direct connect or express web connect. I can't find in chase how to add direct connect or EWC. It's only one account in my chase banking profile that is not updating, it's the new account I opened recently and want to add.

snylaw79

ok on my quicken account it says express web connect next to the bank account name

Chris_QPW

@snylaw79 Try this.

Right click on the account name in the account bar and select Edit (or the Edit from the account list).

Select the Online Services tab.  You should see a link like "Change connection method" click on that and hopefully you will have the choice to switch to Direct Connect.

snylaw79

Ok I tried it again did a few things different with settings and it picked it up thanks

Chris_QPW

Great!  I'm glad you got it resolved.