cant add chase investment account

leonard kearney
leonard kearney Member ✭✭✭
edited January 2023 in Download, Add/Update Accounts (Windows)
I have several accounts with chase (checking and three investment). I am trying to add a new account, quicken opens the chase site and i can see where the account is flagged for an interface to quicken. i go back in quicken and it completes its update showing all the other accounts - but not the new account, so how do i add an account?

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @leonard kearney,

    Thank you for reaching out to the Quicken Community with this issue. 

    Due to the nature of this issue and the recent migration of Chase, we recommend contacting Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation if needed. 

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that we could not be of more assistance.

    -Quicken Jasmine

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