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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
How to verify method being used to connect to Chase?
-bd-
Is there any way to verify what method is being used to connect to Chase and if the account has already been 'Reauthorized' and converted to the new EWC+ connection method?
I have one Chase credit card and the account details say:
Connection Method: Direct Connect
However, when I do a One Step Update, I am not seeing any request to 'Reauthorize' my account.
I would prefer not to have problems on Sep 26, 2022.
thanks
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splasher
Look at the Account List (Tools menu) to see which download method is established for each of your accounts.
-bd-
Thanks.
The Account List shows the Chase download method is '(Direct Connect)'. I assume that Direct Connect is not the EWC+ method. I have numerous other Express Web Connect accounts, so now I wonder why I am not seeing the request to 'Reauthorize' for the Chase account.
More work to do. . .
Chris_QPW
I would contact Quicken Support and see if they can figure out why you aren’t being prompted to convert.
http://quicken.com/contact-support
Do note that investment accounts aren’t being converted at this time.
Chris_QPW
P.S. If Quicken Support finds a way to make this work please post back here, so that it can be passed on to others that are having the same problem. Thank you.
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