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New Chase Account Authorization Issues

ljgordon42

I received the notice that I had to authorize my Chase accounts. All went fine on the Chase site. When I return to Quicken, the accounts are listed and the dropdown menu shows "link to current account." My Chase accounts aren't listed as a choice. Now what?

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Accepted answers

UKR

TVT77 said:

I had no problem with the conversion until the very last step. The new accounts are listed with the usual options to "Link to Current Account" as well as "don't link" and "add account". The problem I encountered when clicking "link to current account" is that the listing did not include my current Chase accounts. Consequently I couldn't finish the process.

The listing that came up was populated with 20 or so accounts (but not my Chase accounts) and filled up the screen like usual -- the problem is you can't scroll further to reach any additional accounts you may have (like Chase).

Usually, when an account is already activated for downloading, you can't activate it again. It must be deactivated first.
The usual procedure is to deactivate the account, close Quicken, wait 30 sec or more, start Quicken and then reactivate using the Add Accounts icon from the Account Bar header.

In many cases, a "Reset Account" from the Edit Account Details screen, Online Services tab will work, too.

That account listing I would like to see (redacted to protect your personal data). Is there really no scroll bar? Or is, due to your screen resolution settings, the screen too big for the size of your monitor?

https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows
Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

Quicken Anja

Hello All,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

This is a known issue that has been escalated internally, though we do not have an ETA at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates.

Thank you!

Frankx

Hi @cmarshall52

To answer your last question - the new Chase connection method - "Express Web Connect+" does NOT support bill payments through the bank (Chase in this case). So, if you want to continue to pay bills in Quicken, you will need to use Quicken Bill Pay, or another bank that still supports the "Direct Connect" method.

Let me know if you have any followups.

Frankx

Quicken Jared

Hello everyone,

I am sorry that the symptoms of this issue with disappearing categories and also the problem with repeated authorization prompts are remaining for some users. Thank you for alerting us to this here on the Quicken Community, and for continuing to speak with us about this.

It would be best for all users still experiencing the problems detailed in this Discussion - specifically categories that have disappeared and recurring authorization prompts after you have already migrated - to reach out to Quicken Support with the information provided here. They will want to document those cases where these problems are ongoing, and will be able to troubleshoot them in greater detail, with the resources available at their disposal.

I hope that helps!

Thank you,

Quicken Jared

All comments

Sportscar

I agree with your comments. I've never had a problem with this product until this occurred and don't understand the lack of transparency. Add to this that my budgets have disappeared. It's hard to believe that as a long time user I must now consider alternative products.

gsakal02134

It would be helpful if the support folks could explain in greater detail just where the problem lies,and why it is taking so long to fix.
I only have one Chase account - a Visa card - and after two false starts, and a QWin version upgrade, the conversion went perfectly. I've had no problems since then. But clearly, many other folks haven't been as fortunate.

SandC

I am also very frustrated! I use Mint for quick updates and the connection there works aokay. Wonder if the current Quicken folks could contact there past Intuit contacts for some help? Paying for a subscription that does not work is not right.

Chris_QPW

SandC said:

I am also very frustrated! I use Mint for quick updates and the connection there works aokay. Wonder if the current Quicken folks could contact there past Intuit contacts for some help? Paying for a subscription that does not work is not right.

Quicken and Mint use different aggregation methods, so there would be little they could share.
What's more Mint is far from perfect, at any given time, one will have problems with a given financial institution when the other might not.

And if you aren't aware of it, Quicken Inc uses Intuit as the aggregator, which owns Mint. So, in reality most likely the problems are coming from the same company, Inuit.

Bradley Roseberry

Quicken....STOP making it "better" You are not helping your case.

After dealing with the Chase update issue for weeks, and working very hard with many of the editors of this string to come up with a solution, without any help from Quicken I might add, this morning I wake up to find Quicken has reset all my Chase accounts to no connection again. This happened with the last update this week.

Anyone else have this happen after getting everything cleared and working fine for about 2-3 months.?

dmhump1

Working fine here. The last update didn't seem to have any effect either way.

gedan359

You're lucky if Chase EWC+ downloads are working for you. I'm still stuck on the "Sign into Chase" with the swirling circle AFTER I've logged into Chase in a separate Chrome browser to authorize the link.

Bob.

And have you tried opening your browser in SAFE mode before you even open Quicken and try to authorize?

DRMick

dryfork said:

Not relevant to ths question, but I am very surprised Q support staff (and this has come from the top level of
quicken employees to the bottom phone support folks) have asked me to share my screen with huge amounts of confidential/personal data in the process of trying to respond to support requests. THEY SHOULD NEVER ASK THIS. It creates an immediate data hole that anyone at Q can drive right through. They need to be trained in verbal communication sufficient enough to talk people through problems slowly and carefully without access to such personal and confidential information.

I agree. High risk. TurboTax likes to do that also.

Mark E said:

> @DRMick said:
> Last Saturday (9/24) successfully updated Chase accounts to EWC+. Downloads are OK. Windows Q Premier at R43.32.
>
> Now I still get this upon starting Quicken.:
> -------------------------------------------------------------------------------Attention Required:
> Update all your Chase accounts now
>
> Quicken has partnered with Chase to provide you with a new, faster, more reliable connection.
>
> Chase moved to this new connection on September 27, 2022. To continue downloading information from Chase, you will need to update to the new connection.
>
> When Quicken prompts you to update your Chase connection, please do it right away. The process is simple and will only take a few minutes.
>
> -----------------------------------------------------
>
> There must be someplace in this program to reset that.

Do you still have some old inactive/hidden accounts laying around that may still have direct connect set up?

Good Idea. I did have two extinct closed accounts

Ps56k2

here is the list of steps I used back in September - worked fine - and no problems since...

Note sure what you did - and what you encountered -
Here are the steps I used ...
- I am still running R43.26 -
0 - created Backups - ran - File --> Validate --> [x] Validate
1 - went thru and manually DE-activated ALL my Chase accounts before even starting this process.
2 - also went thru and CLOSED any old Chase accts that were in fact actually closed.
3 - the Opening Balance in one acct was trashed - so had pre-copied it into the Memo field
4 - then did an ADD ACCOUNT for Chase - and followed the directions to Authorize, Select which accts, etc
5 - all accounts showed up with their nicknames and able to LINK to their existing Quicken accts
6 - screen said that 5,300 transactions were downloaded - in fact, none actually showed up.
7 - only 1 dup during this process.
8 - next day - OSU - and a handful of dup transactions downloaded - from around 9/2/22 - and today is 9/18/22
9 - will see how next week goes... with OSU and dups.

quicktoes

Similar to what Ps56k2 said:

I found a work-around / fix for getting Quicken WIN (now have R45.13 build 27.1.45.13) to correctly download Chase CC. I happen to have (2) different chase CC in my accounts, each with its own account login. What I finally did was to go to Tools-Account List-"EDIT" on the Chase CC account-Online Services-Deactivate. I did this for both. Then I closed Quicken and then Re-launch. FIRST - have all browser instances closed. Be sure if you "stay logged in" to your chase account that you log out first. I did not go so far as to clear cookie cache for Chase in my browser. My default is Google Chrome on WIN 10.

Now go back to the account list and "EDIT" the chase account and connect to online services. This should open your default broswer to get authentication to give to Quicken. After this, when in the account, I do Actions (gear icon) and Update Now. It worked.

Now - for second account, close quicken again, close all browsers, and re-authenticate the second Chase CC account. This seems to have stayed valid now over a week or so and a few updates several days apart.

Hope this can help anybody out there

SteveY

> @quicktoes said:
>
> Now - for second account, close quicken again, close all browsers, and re-authenticate the second Chase CC account. This seems to have stayed valid now over a week or so and a few updates several days apart.
>

Glad it worked for you. It was worth a shot but it didn't work for me. Not downloading from Chase remains a known issue: https://community.quicken.com/discussion/comment/20320610

JRod

SteveY said:

Glad it worked for you. It was worth a shot but it didn't work for me. Not downloading from Chase remains a known issue: https://community.quicken.com/discussion/comment/20320610

These messages about the download issues have been going on for quite some time. My dowloads were working fine and I had to reset my account to have it work again. Now it seems to have stopped downloading transactions. I don't understand why Quicken has been taking so long to figure out what the problem is.

JRod

SteveY said:

Glad it worked for you. It was worth a shot but it didn't work for me. Not downloading from Chase remains a known issue: https://community.quicken.com/discussion/comment/20320610

DavidFarquhar

more crap and time wasted

SteveY

Per https://community.quicken.com/discussion/comment/20339464#Comment_20339464 they are suggesting we call support, so yay. Thought maybe that comment meant it should be working...I just tried deactivating both checking and card, removing auth for Quicken on the Chase site, and readding them again. Q still picks the right account on its own and "downloads 2000+ days" of transactions but has 0 listed. Still stuck with the .qfx import unless I call support.

corbow

So this is STILL an issue? I tried to reauthorize and update today, and for some weird reason Quicken associated my Chase account with a non-chase account. Finally figured out why that was happening and fixed it, but now I can't get the authorization link to work at ALL so I can reauthorize the correct account (it's already deactivated, so that isn't the issue). So I'm back to downloading QFX files too. C'mon, Quicken, it's been months.

Chris_QPW

At this point, I would certainly recommend anyone having problems contact Quicken Support. When a process like this gets to the point where it is working for "most people", I certainly wouldn't expect some magic update/patch changes everything. People are going to have to work through what is happening to them pretty much on an individual basis.
Official Quicken® Support - Phone, Chat, or Community

ssprinz

This feud between CHASE and QUICKEN must STOP! If Quicken cannot work with CHASE, it's curtains. MINT doesn't have this problem.

BTW, Not being able to select a category BREAKS the "Question" capability on this site. Looks like an attempt to cancel all the community complaints about this. FIX IT !! FIX IT !! FIX IT !! FIX IT !! FIX IT !! FIX IT !! FIX IT !! FIX IT !! FIX IT !!