Linking Chase account says it is checking, not brokerage

ranz.art

I cannot link one Chase Brokerage account because quicken says it is a checking account. So it only offers me my checking and credit card accounts to link. It works for other brokerage Chase accounts. I have tried creating a template file, done all the repair and validate processes.

Frankx

Hi @ranz.art

When you go to link this account, are you given a possible match, based on the account number?  This would typically appear on the right-hand side of the window, while the "type of account" will be shown on the left side.

Get back to me with more information.

Frankx

Chris_QPW

If you aren't already doing it, you might try seeing if using the financial institution of "Chase Investments - New" helps.