Not able to add Chase Investment Accounts to Quicken
I have used Quicken for many years and enjoyed the convenience of downloading transactions from all the financial institutes I use. Last year I opened a few investment accounts with Chase as a Private Bank Client, and has not had any luck setting up these accounts in Quicken. From Chase website, it's single-sign-on and I am able to see both my bank accounts and investment accounts. However, the Chase account I was able to set up in Quicken only recognizes the bank accounts. I am not sure what to choose in the very long list of options Quick has that contains either "Chase" or "JP Morgan" or both, also do not know if there is a different user credential that's needed to be able to link to my investment accounts. Help!