Best way to set up bank online access with 2 User IDs and SOME accounts shared between IDs

RFLanier

My wife and I both bank at Chase. Prior to the recent Quicken/Chase interface upgrade, everything worked fine and we could download all accounts into Quicken. Now, nothing is updating. Some accounts are joint, some are not, which is why we have to have two Chase user profiles. We want all data in the same Quicken file. Here is the scenario:

ChaseUserID1
Acct1
Acct2 - Joint account
Acct3 - Joint account
ChaseUserID2
Acct2 - Joint account
Acct3 - Joint account
Acct4

After disabling all Chase online services for all accounts and restarting Quicken, how should I do the setup to get this to work correctly? Should all matched accounts ben enabled for both UserIDs or should I add all for UserID1 and only Acct4 for UserID2?

Any other advice relative to setting this up in Quicken?

Jim_Harman

My experience with the conversion at Bank of America was that I reauthorized both logins and linked each account once.

In your case that would be 
UserID 1 - Link accts 1, 2, and 3
UserID 2 - Do not add accts 2 and 3, link acct 4.

Chase may be different.

Be sure to do a One Step Update and back up your data file before reauthorizing