Updating Chase accounts creates an "add Account" message

richard64

When I try to update a Chase account I get a message box to "Add Account". I cancel this and the account will go ahead and update correctly. This happens every time I update. The password is good but I get this message once for each Chase account I have (4) every time I update.

Quicken_Tyka

Hello @richard64

Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

I would deactivate all of the Chase accounts and remove the bank name listed under the financial institution.

Confirm that you have Deactivated all online services with all accounts held at that Bank.

1. Use Ctrl + A to bring up the Accounts List.
2. View Hidden Accounts by selecting the Hidden Accounts to check box in the lower-left corner of the Accounts List window.
3. Make sure the Online Services, Transaction Download, and/or Online Payment fields are NO or DEACTIVATED for the desired account(s).

Edit the Deactivated account(s) to remove the Bank name.

1. Click on the account displayed on the Accounts List.
2. Choose the Edit Details button on the account.
3. Clear the Financial Institution field on the right side of the window.
4. Click OK.
5. Repeat, as necessary, for each Deactivated/Disabled account for that Bank.
6. Confirm that the Bank name no longer appears in the One Step Update Settings window.

To reactivate the accounts, we are going to act as if we are adding a new account to be able to link all of the accounts at once.

To begin this process, please select the (+) sign in the top left-hand corner. Then search for your financial institution and sign in.

You will then LINK the accounts found to the accounts in Quicken, be sure not to ADD the accounts or you will end up with duplicate accounts.

Please let me know if these steps work to resolve the issue.

-Quicken Tyka

Quicken_Tyka

Hello @richard64

Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

I would deactivate all of the Chase accounts and remove the bank name listed under the financial institution.

Confirm that you have Deactivated all online services with all accounts held at that Bank.

1. Use Ctrl + A to bring up the Accounts List.
2. View Hidden Accounts by selecting the Hidden Accounts to check box in the lower-left corner of the Accounts List window.
3. Make sure the Online Services, Transaction Download, and/or Online Payment fields are NO or DEACTIVATED for the desired account(s).

Edit the Deactivated account(s) to remove the Bank name.

1. Click on the account displayed on the Accounts List.
2. Choose the Edit Details button on the account.
3. Clear the Financial Institution field on the right side of the window.
4. Click OK.
5. Repeat, as necessary, for each Deactivated/Disabled account for that Bank.
6. Confirm that the Bank name no longer appears in the One Step Update Settings window.

To reactivate the accounts, we are going to act as if we are adding a new account to be able to link all of the accounts at once.

To begin this process, please select the (+) sign in the top left-hand corner. Then search for your financial institution and sign in.

You will then LINK the accounts found to the accounts in Quicken, be sure not to ADD the accounts or you will end up with duplicate accounts.

Please let me know if these steps work to resolve the issue.

-Quicken Tyka