Is there a way to do both Express Web and Direct Connect with Chase Bank?

Question

I have both bank accounts and a mortgage with Chase. I like to use Direct Connect because of the additional bill payment features it offers. When I use Direct Connect, however, my Chase mortgage isn't listed as an account. If I switch to Express Web connectivity, I see both banking and mortgage accounts but can't take advantage of the Direct Connect features.

When I try to add my mortgage as an Express Web connection, I get an error message from Quicken saying mix and match isn't allowed.

Can anyone think of any sort of workaround (other than using two Quicken data files)?

Much thanks.

Jeffrey Litvak · Answer

We all came to the same conclusion. I was hoping I may have missed something but apparently that's not the case.

Thanks for your assistance.

NotACPA · Answer

What sort of "creative solution" would you want?  what @sherlock and I have recommended is the proper way to set things up.

Jeffrey Litvak · Answer

I assume the mortgage wizard is the same as managing the mortgage account offline, true?

When I set up the offline account, it looked just like the online account. I've not yet made my first payment so I'm not sure what it will look like after I do.

Thanks for your assistance.