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How to verify method being used to connect to Chase?

-bd-
-bd- Member
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

Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Look at the Account List (Tools menu) to see which download method is established for each of your accounts.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • -bd-
    -bd- Member
    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
    Chris_QPW Member ✭✭✭✭
    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.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    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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