New Update - Chase Accounts

kbrown914

After the new update, my connections went haywire (AGAIN!). Every update seems to cause more problems and unintended downstream consequences for other functionality. Can we go back to annual updates and only optional patches throughout the year? This is getting ridiculous! Anyhow, this time I was able to connect most of my accounts EXCEPT next to the Chase Credit Card accounts I have the red circle with the line through it indicating "Quicken is not able to connect your account." I went through the authoriation process twice to re-connect. Each time at the end of the process, it says its connected, but red circles remain and no transactions downloaded. What to do now?

Quicken Jasmine

Hello @kbrown914,

If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
5. Follow the prompts to Sign Out
6. Sign back in using your Quicken ID (email) and password

After doing so, please proceed with disconnecting all of your accounts with Chase and then reconnecting them using the instructions below.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let me know how it goes!

kbrown914

That worked. Thanks.