Chase Outage during EWC+ Conversion Process

rpgarrett75703

Deactivated all my Chase accounts then went through the process of converting to EWC+. I'm able to sign into Chase to authorize the downloads but at the last step I'm presented with the Chase outage webpage https://www.chase.com/content/dam/chaseonline/en/legacy/content/secure/sso/document/chase_outage.htm (this was also reported in a similar thread for Quicken for MAC). This has been going on since at least yesterday. Luckily, I made a copy of my Quicken original file that uses Direct Connect and I'm back in business. It appears that within a month we all have to convert to EWC+. At this rate I don't see how that's possible given all the problems being reported. Chase & Quicken need to work overtime to get this mess fixed ASAP. I don't see how they can achieve a staggered rollout of EWC+ if the process is broken. I don't think they would want all Quicken Chase users to convert all at the same time on the deadline day.

joecg

I'm getting the Chase Outage error as well since trying to do the same re-setup following the deactivation of all my accounts. The thing is, I get the email from Chase confirming the data-sharing with Quicken. It's almost like Chase has incomplete error handling in the event the user previously shared the data, and then since it doesn't close out the process as expected, the Quicken desktop client can't pick it back up and finish the configuration.

joecg

Actually, it looks like I just made progress.
I went into the Security tab on chase.com and removed the sharing with Quicken. Then I started all over.
I actually still got the Outage screen, but this time after a few seconds the Quicken app actually progressed to the link accounts screen. Wonderfully, it actually identified all the links properly, because I had deactivated the Online Services for my Chase accounts in Quicken previously.
The transaction download during the sync only presented the new transactions expected - there was surprisingly no clean-up to be done there.
And just did an ad hoc One Time Update afterwards with all of my accounts, including Chase EWC+ and a separate Chase EWC account that was not yet part of the rolling-update-notification. And they all completed their updates. Huzzah!

rpgarrett75703

Last night I was able to complete the conversion to EWC+ and link the reported Chase accounts to my existing accounts. Several transactions going back 3 months were downloaded but they were already in my register and marked as cleared. Rather than accept them I just selected them all and deleted them. However, my account balances were way off. After some checking I noticed that the starting balance of the affected accounts were no longer $0.00 but some other value. I changed them back to $0.00 and now everything is correct. So I now have one Quicken file that uses Direct Connect and the other using EWC+. They are now both identical in every way except for the connection method. Since there's about a month left before the switch to EWC+ becomes mandatory I'll probably just maintain both files and continue to monitor the EWC+ behavior and check for problems. If there are problems that arise with EWC+ I can just rely on my Direct Connect file and re-convert that file to EWC+ when the problems are resolved since it only takes a few minutes. It's always a good idea to keep backups of your Quicken files so that you can roll them back in case problems arise.