New Chase Account Authorization failed

md-boy
md-boy Member ✭✭
I received the notice that I had to authorize my Chase accounts. All went fine on the Chase site. When I return to Quicken, the accounts listed are Fidelity accounts and the dropdown menu shows "link to current account" with no other options. I canceled out and deactivated the link for my My Chase accounts. I then shut down Quicken and restarted and attempted again and got the same results (an attempted link to my Fidelity account). Now what?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    What kind of Chase accounts do you have?

    (Quicken Classic Premier Subscription: R54.16 on Windows 11)

  • md-boy
    md-boy Member ✭✭
    credit card. I'm running Quicken Premier R43.32 build 27.1.43.32 on Windows 10
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    What you might want to try:
    1. Backup your data file.
    2. Make note of the Opening Balance transaction dollar amount in your Chase account.
    3. In the Account Register for the Chase account:  Go to upper right Gear icon > Edit Account Details > Online Services tab > click on "Deactivate" if that button is present > General tab > delete all Financial Institution information in the top right quadrant of that tab's view (everything above the Contact Name field) > Online Services tab > Set Up Now > follow the prompts and attempt to Link it to your existing Chase account.
    Your Chase account in Quicken should now be set up with EWC+.  You can confirm this by looking directly under the Account name at the top left of the Account Register.
    Unfortunately, this process will sometimes result in some account balance issues:
    • Check the Opening Balance transaction in the account.  If the dollar amount shown is different from what you noted earlier, edit the dollar amount to match what you had written down.
    • There might have been some duplicate transactions entered into the account register.  Any duplicates that are entered should not go back more than 2-3 months.  If you find any duplicates, manually delete them.
    • If the account register is still not in balance, look for a 2nd Opening Balance transaction that was entered sometime in the same time window as the duplicate transactions (no more than 3 months back).  If you find one, manually delete it.
    Your account register, if it was not previously in balance after the set up of EWC+ should now be in balance.
    Let me know if you have any questions or if this process did not resolve the issue for you.

    (Quicken Classic Premier Subscription: R54.16 on Windows 11)

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