Upgraded Chase connection saga
So I get the email from Quicken announcing a new connection method with Chase Bank. I reviewed the Quicken notice that said I should expect a window to pop up at some point saying "Your financial institution connections need an update" (Quicken for Windows). Fair enough.
However, before seeing anything like this, the Chase Bank choice disappears from my One Step Update window. Surprisingly, even so, when I did an OSU, my Chase accounts received transaction updates. Huh? Never mind, let me go to my Accounts list in QW and see what Online Services is now showing for Chase. It says I'm still connecting to Chase using Web Connect, BUT, a notice is in that window saying: "Your Financial Institution supports an improved connection method. Click here to find out more and get set up". Yeah! Maybe this is a substitute for the pop up window Quicken said I should have seen regarding this new method.
OK. So I click on that. Oops. Quicken freezes. Force quit and restart. All part of life's rich pattern, I guess...
Rinse and repeat. This time I'm taken to a window "Activate One Step Update. Chase needs you to authorize your accounts - Sign In". This takes me to a CHASE login window in a browser: "How to Connect with Quicken". So far so good. We go through a few windows - still on the Chase web site and end up with "Your accounts have been authorized successfully!" (maybe the exclamation point is there because it isn't always successful?). "...You will now be redirected back to Quicken". No button or anything to click on - just wait... and wait... and wait. I am not redirected back to Quicken.
So I go back to my Quicken window manually, which is now saying "Sign in to Chase Bank failed. Try again - sign in". Rinse and repeat. Same result, again via the Chase web site. Next time, I use the 'Back' button in the Quicken window. This just takes me to the standard "Add Account" in Quicken. So I would just rinse and repeat. Forget that.
OK, patience. Maybe my Chase account has been upgraded but it just failed to tell me. Let's go to Account details>Online Services in Quicken and see. Nope. Still Web Connect.
Let's try OSU again. Nope. Chase still doesn't show on the list of FIs.
Let's try doing a transaction update from the Chase account check register in Quicken. Oh n-o-o-o-o. When doing this it takes me direct to the CHASE web site welcome page where I see no choices for updating Quicken transactions without doing a new login and navigating to the download page...
Meanwhile, I'm getting numerous emails from Chase saying:
"You've agreed to share data with Quicken
Quicken will access your account information securely, so you don't need to share your username and password."
It just doesn't work.
.... and this is supposed to be an improved connection method?