Chase not staying connected

craig
craig Member ✭✭✭

I need to reset my Chase accounts several times a week these days. Never been an issue until recently. Once I notice transactions not downloading I reset account and then here come the transactions. Have to do this with each individual Chase account. (Checking, Credit Cards, Auto Loan). Anyone else with this problem?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Please try the following:
    Deactivate all accounts with this bank using the same bank logon ID, including any old, long closed, hidden and forgotten accounts that might still be activated. If you miss one, the aggregation server involved in handling Express Web Connect - connected accounts will not start with a clean slate and you will continue to have problems.
    When done deactivating all accounts, restart Quicken and reactivate accounts using the Add Account dialog ("+" icon in the Accounts Sidebar title).
    Follow instructions to enter user ID and password. You may be directed to the bank's website for an account authorization process.
    When done you should be returned to Quicken and now see a list of all accounts found at your bank that you can activate.
    If you are activating an existing account, make sure the dropdown button for that account says LINK. If it says ADD, change it to LINK and select the correct Quicken account register. If it already says LINK, click the button and select the correct existing account register. If you do not do this, then the account will be added as a new account instead of being linked to the existing account register.
    Repeat this step for each account listed.
    Change ADD to IGNORE for any account on the list that you do not want to activate at this time. You can always come back and activate more accounts later.

  • craig
    craig Member ✭✭✭

    Thanks for leaving such a detailed comment. I did do this when I started having original probs. I may try that again. Thanks again.

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