Bank Agreed to Share Data with Quicken, Not Showing Up

Question

I'm adding a 2nd credit card to Quicken. The bank, Chase, shows that it can share the data on its website and app (it does it already for 1 credit card), i.e. I got thru that hurdle.  However, it doesn't get added in Quicken.  I've tried 4 different browsers (Google, Firefox, Edge and Safari), cleared cookies, etc on the assumption that the process is not completing.  Any advice would be appreciated.  Thanks!

Frankx · Accepted Answer

Hi again @TropicalFocus

Okay, so it seems as though the hang-up is the Chase authentication requirements that the Chase recently started requiring.  Other users were having this problem with their Chase accounts last Fall and there was an Alert here in the Community on it at that time (see this LINK1).  However the problem was fixed.  However I did see a more recent reference that indicated this issue occurs when using Microsoft Edge, so I suggest that you go through the authorization process again using Chrome instead.

If that fails, I suggest that you contact Quicken Support for some hands-on assistance - here's that LINK2.

Let us know how that goes.

Frankx

TropicalFocus · Accepted Answer

Hi Frankx -

Thanks for your insights and advice.  It is greatly appreciated!

I able able to resolve this.  This was done by downloading a "new" browser called Brave.  My 5th browser attempt (tried Chrome, Firefox, Edge and Safari, no VPN and cleared cookies too).  Brave came back with: "Your accounts have been authorized successfully!" Quicken took over and completed adding the new credit card.  All is good.

As a PS - both links in your last reply came back with: "Permission Problem You don't have permission to do that."  I was logged in to my Quicken account (in Chrome) when they were tried.  I was still able to reference the info by using the search feature, again in Chrome.  The link took me to my Quicken login page in Brave.  I have to figure out what my challenge is with Chrome (using the latest version and had my Surfshark VPN turned off).