Errors with 2 Logins at Chase (Express Web Connect+)

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mille424
mille424 Member ✭✭

I'm having issues syncing transactions for 2 logins at Chase bank. My login has the checking, savings, and credit card 1. My wife's login has 2 different credit cards. Essentially when I sync one account I get an error saying that the account numbers for the other login weren't found and they should be deactivated, and then the automatic download for those accounts gets turned off. It appears that regardless of the login that quicken is trying to find all "Chase" accounts even if it is not connected to that login.

I have tried deactivating and re-connecting the accounts (all of them for both logins) multiple times.

Has anyone else experienced this and are there any other recommended fixes?

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
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    I've seen others report similar problems but don't remember seeing any answers to the issue.

    Is this something that used to work fine in the file but doesn't anymore? Is it a situation where each of you have had distinct Quicken files in the past and are now combining this information into one file? My wife and I have distinct UserIDs and Passwords at Schwab (also EWC+) but this has never been a problem.

  • mille424
    mille424 Member ✭✭
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    We're new Quicken users, it worked fine for about a month and a half and then the issue began.

    I will note that the issue is Chase specific for us, we both have separate American Express logins and credit cards without issue.

  • JeffinPTC
    JeffinPTC Member ✭✭
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  • mille424
    mille424 Member ✭✭
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    I've been using Chrome as my default browser.

  • sd2131
    sd2131 Member
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    I am having the same problem - Quicken is there a get around for this except for logging into both accounts manuallY?

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited June 2023
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    I referred the original post over in the SuperUsers Lounge and one of the moderators said this:

    "One thing that can cause this issue is if they are not the Primary
    account holder on all accounts. For instance, if both his accounts and
    his wife's accounts are visible under both login IDs, one thing that can
    happen is accidentally setting up the accounts all under one login ID.
    If that is what is happening, then the way to correct it is on the
    Add/Link screen, make sure the accounts that shouldn't be connected
    under that login ID show 'Don't add to Quicken'."

    I'm not sure I'm exactly understanding what's being said here, but if you do then you might see if it works.

    In my case with Schwab, my wife's User ID and Password shows our joint accounts and her retirement accounts, my User ID and Password shows our joint accounts and my retirement accounts. In Quicken the joint Accounts and my retirement Accounts pick up the information using my UserID and Password, and my wife's retirement Accounts are covered by her UserID and Password.

  • mille424
    mille424 Member ✭✭
    edited June 2023
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    The checking/savings are joint accounts - they are visible to my both of us and we have set up as you described where they are not linked to quicken for my wife, only my account. On my wife's login only her own credit cards (where I have no visibility) are linked.

  • mille424
    mille424 Member ✭✭
    edited June 2023
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    Edit: Thanks Tom.
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited June 2023
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    "Joint* accounts. Does this form not have an edit button?"

    The three little dots in the upper right hand corner does have "Edit." I made the change.

  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Hello All,

    Thank you for taking the time to report this issue to the Community, although we apologize for any frustration or inconvenience experienced.

    This issue has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, once a solution is created it will be made available as part of a future release.

    Thank you!

    (CTP-6939)

    Quicken Kristina

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