How to verify method being used to connect to Chase?

-bd-
-bd- Quicken Windows Subscription 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 Quicken Windows Subscription 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- Quicken Windows Subscription 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 Quicken Windows Subscription 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 Quicken Windows Subscription 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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