Chase Bank; Conversion to EWC+

denmarfl

I have 2 profiles at Chase; One (1) for myself One (1) for my wife.  Different accts for each of us.  I was prompted to Convert to EWC+ on BOTH Profiles.  I did mine, it showed Sucessfully completed; they I did my Wife's, Sucessfully Completed.  Linked acct to exisiting accts in Quicken.  I Looked at the Online Tab in my Accts, did the same for my Wife's...all show connection type EWC+.

When I connected Via DirectConnect, I had Two (2) Chase Connections (mine & my Wife;s...) Also during OSU when they were DC had Two (2) Chase connections.

I now have Only One (1) Chase connection in the VALUT and One (1) when I run OSU.  Is this ONE Chase Connection is OSU downloading Transactions for both My accts and my Wife's?  In the Valut I do now see a totally different ID (bunch of Numbers).

My concern is, 2 Profiles, both showed sucessfully Converted to EWC+...in the Online Tab, Vault shows ONE Chase Connection, OSU shows only 1 Chase Connections...so I have no way to determined...if when I connect with CHASE I am ..will be downlaoding Cleared Transaction from my Profile (my accts) and my Wife's Profile (her accts) until I have Cleared downloads ready to download...which my be a few weeks as these acct are not used frequently.... 

So is this the way EWC+ configures in Q when you have multipile Profiles at Chase?

Chris_QPW

With Express Web Connect + there aren't any usernames and passwords anymore.
Instead you are authorizing Intuit to use rotating security tokens to access your data.

As a result there shouldn't be any entries for these in the Password Vault.
Note that if you have any investment accounts they are still on Direct Connect and as such will still have entries in the Password Vault.

You can tell what connection type is each account is set to by looking at the top left of the account like this:

denmarfl

So.....having 2 Profiles at Chase (mine & my Wifes)...converting both to EWC+...and I do see EWC+ on all my accts and all my Wifes' acct as yours displayed in your reply, it is normal that OSU when it connects with CHASE Only shows CHASE once even tho its connecting with Chase accts in the names of 2 different People who had had...2 separate ID\Passwords & different Accts prior to the Conversion to EWC+ (me & my Wife).

It just seems strange...I would have thought I would continue to see CHASE twice during OSU (mine and my Wifes).

I looked at my Vault again...prior to conversion to EWC+; it had displayed two (2) CHASE entries with 2 diff ID's and passwords...now the Valut shows CHASE Once, it shows the ID as an 18 digit Number and the Password as NOT Required.

Chris_QPW

I have a feeling that the entry in the Password Vault is just is "relic" of it being there in the past because when I did this in a test data file it never prompted for the Password Vault and it doesn't request any password for doing One Step Update.

I got to admit that it seemed strange to me there wasn't two entries for two different user accounts, but clearly it isn't needed with Express Web Connect +.  And it sort of makes sense since if you go to the Chase website you can now remove authorization at the account level instead of all or none at the user account level.

denmarfl

Not a good 1st Impression; today using the new and Improved CHASE EWC+...the greatest, Faster and whatever....everyone of my Transactions downloaded Twice....at the same connection.  Is this the Future?

When I called CHASE about this...they said the choice to go fr DC to EWC+ was not theirs...said it was Quickens????  Said Q changed OFX ??? and Chase was not willing to convert to the new Q Protocol so they had to go with EWC+ or Chase Customers would have had no Way to Bank with CHASe using Q...as Q also took away the Download EWC.   Is all of this true?  I explained other banks still used DC...and they commented that is because those other Banks updated their system to work with Q Direct Connect.....

denmarfl

Anyone that is using EWC+...and experienced Duplicate Cleared downloaded Transactions at the same Connection....was it just one time?  It continues?  Known Fix?