Sorry. We encountered an error. (its not your fault)

I am trying to connect my Chase brokerage account to Quicken. Chase told me to use the "Chase investments-new" for the financial institution. When I put in my chase login credentials it comes back with the error message above. I have tried this multiple times with the same result. Quicken advises me to check my secure messages on the chase website but there is nothing there. Please advise.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @alansilver,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this and for not having received a response yet.

    To clarify; are you trying to connect an existing account that you already have set up in Quicken or are you trying to add a new account? Also, aside from the error message that you received, do you also happen to receive any specific error code(s) that you could provide us with here, please?

    Check back and let us know! Thank you.

    -Quicken Anja
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