Due to downloading problems when updating accounts, I have started a new file. I added USAA with no problem, When I try other accounts, I end up with a blank page at the requested account. CHASE, CAP ONE.
It looks to me like USAA uses Direct Connect for its downloading method, and I know that Chase, and probably Cap One, use the Express Web Connect+ method for downloading.
With EWC+ you need to give permission at each financial institution to allow downloads to Quicken, so I'm wondering if that's the source of the problem, i.e., you can't use that permission with a different Quicken file? You might try going to the Chase and Cap One web sites and removing those permission and then try creating the new Quicken Accounts again.
That is precisely the problem. How do I go to Chase and CapOne and remove those permissions?
Not sure what you encountered with Chase and CapOne - they migrated to the new EWC+ protocol - You need to enable and authorize downloading from each of those online websites - During the Quicken Add Account process - you should be directed to the Chase / CapOne website to authorize…. Here was the process I used during the migration -
Not sure what you did - and what you encountered - Here are the steps I used ...
At the Chase site I see this:
However I didn't see that left side menu option, and I don't know why.
My answer was pretty much speculation since the EMC+ process hasn't really been explained in any detail by any Quicken person who might have that information, so it might not really play into your problem. If you follow the above directions and don't see AccountSafe either, it might be because the Chase account is still connected to Quicken in the old file? Maybe try disconnecting it over there?
I don't have any CapOne accounts so I can't look into anything over there.
