How to link Quicken to my Chase/Amazon Prime CC Account?

axman53
axman53 Member ✭✭
Apparantly I need to use direct connect but Quicken is not happy with my Chase login credentials. It looks like Quicken needs to end up as a linked app in my Chase account but all of the instructions I can find online, in Quicken and from the Chase "senior" account rep on how to do this are all garbage. Help, please.
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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Chase does support EWC as a downloading method
    10898    10898    10898    Chase    https://www.chase.com/    1-877-242-7372    https://secure01c.chase.com    ACTIVE    BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT    BANKING,CREDIT&WEB-CONNECT         BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA
    and since Chase is going to drop support for Direct Connect perhaps you're as well off just using EWC from the git-go.
    I set up my Amazon Prime credit card in Quicken using Direct Connect long enough ago that I simply don't remember any particular problems or "special" things I had to do to get connected.  Looking at the Chase site under the "Security & Privacy" tab I do see a box titled "Desktop Software" but clicking through that simply tells me I've got Quicken established as a program that can access Chase and not much more.
    I do know that Quicken doesn't like some special characters in passwords.  Could that be your problem?
  • axman53
    axman53 Member ✭✭
    > @Tom Young said:
    > Chase does support EWC as a downloading method
    OK, but how do I use EWC? I didn't see that as an option in the Quicken add account process.

    >I do know that Quicken doesn't like some special characters in passwords.  Could that be your problem?https://www.quicken.com/support/password-vault-your-bank-could-not-use-password-you-entered

    I do have a question mark character in my password. That's not on the list in that article link but it does say "and others" so maybe the ? is the problem. I'll take a look at that.
  • Sherlock
    Sherlock Member ✭✭✭✭
    edited July 2022
    You may need allow Quicken desktop access to your Chase account at https://secure07a.chase.com/web/auth/dashboard#/dashboard/securityCenter/overview/index

    When you scroll down on the Security & Privacy page, there should be a link for Desktop Software.

    I suggest using the Web Connect connection method instead as Chase has announced their plan to no longer support the Direct Connect connection method in September.
  • axman53
    axman53 Member ✭✭
    > @Sherlock said:
    > You may need allow Quicken desktop access to your Chase account at https://secure07a.chase.com/web/auth/dashboard#/dashboard/securityCenter/overview/index
    >
    > When you scroll down on the Security & Privacy page, there should be a link for Desktop Software.

    Viola! The bit about Desktop Software was what I was missing. From there they walk you through a quick authorization process and then everything started working. Thank you all very much!!!
  • Sherlock
    Sherlock Member ✭✭✭✭
    axman53 said:
    > @Sherlock said:
    > You may need allow Quicken desktop access to your Chase account at https://secure07a.chase.com/web/auth/dashboard#/dashboard/securityCenter/overview/index
    >
    > When you scroll down on the Security & Privacy page, there should be a link for Desktop Software.

    Viola! The bit about Desktop Software was what I was missing. From there they walk you through a quick authorization process and then everything started working. Thank you all very much!!!
    Just be aware Chase will drop the Direct Connect functionality soon and is not likely to address any issues that may appear as they attempt to complete the transition.  That is why I suggest switching over to the Web Connect connection method at the first sign of an issue.
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    axman53 said:
    > @Tom Young said:
    > Chase does support EWC as a downloading method
    OK, but how do I use EWC? I didn't see that as an option in the Quicken add account process.
    Click on Advanced Options on the Add Account screen and you'll get the other options to download.




  • axman53
    axman53 Member ✭✭
    Today I tried updating my Chase direct connect to the Express Web Connect. At one point it asks you to sign into the Chase account, which I did, then you go through a couple of informational screens, then finally when it goes to the connect phase I get redirected to a chase_outage error page that says We'll be back shortly. First attempt was around 8 am today. Second attempt was at noon. Same error. Has anyone actually got this to work?
  • Quicken Janean
    Quicken Janean Moderator admin
    @axman53,

    I am sorry that you are receiving this error message. We are aware of this issue and are working to resolve as soon as possible although we do not have an ETA. Thank you. 

    Quicken Janean

    Quicken Janean

    Make sure to sign up for the email digest to see a round up of your top posts.

  • axman53
    axman53 Member ✭✭
    > @Quicken Janean said:
    > @axman53,
    >
    > I am sorry that you are receiving this error message. We are aware of this issue and are working to resolve as soon as possible although we do not have an ETA. Thank you. 
    >
    > Quicken Janean

    Any news here? ETA?
This discussion has been closed.